- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
lets hope TTax is checking on this thread and will allow forms attachments next year when forms do not affect return calculations! In fact QZ investments has been introduced since 2018 tax year. now 3 years later, TTax, has no excuse not to include it. at least support the simple QZ transaction which does not involve complicated situation! with the price tag charges on TT Business Version, TT needs to enable that feature for 2021 Tax return!
FYI, I think it is OK to add 'Additional' form and explain that f8997 will be mailed separately and e-file. then mail in f8997 plus just form 1041 and proof of e-file and a cover letter. IRS just scan incoming doc per SSN/EIN. so F8997 will be pulled into your return.
Of course on F8997 it says to mail in return.
So, it is a risk to take . I decided to e-file and use above approach simply because info to be mailed is informational only. I would not recommend if forms to be mailed affect actual return in such it may change numbers!
good luck.