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Investors & landlords
I don't know what workflow will create 4797. I just added the form 4797 from the forms search option to the return but doesn't allow me to edit line 10 as per IRS instructions where I need to add the summary of the stock transactions. After that I can attach the individual transactions and mail it.
My question is not about the efile vs mailing process which I have educated myself with countless hours of online research but on how to use turbotax business software to edit line 10 of form 4797. Currently it doesn't allow me to edit that line.
At this point I am kind of regretting choosing Turbotax business for my usecase as the competing products seems to ha e straight forward documentation and process to handle form 4797.
March 17, 2025
3:43 PM