pher
Level 3

Investors & landlords

Thanks @rjs -- So my confusion is actually that TurboTax seems to be behaving differently than you mentioned.

 

After entering the total proceeds and total cost basis and clicking "Continue," TurboTax brings up this page:

 

Screenshot 2025-03-24 142248.png

As you can see, I previously uploaded a PDF. It specifically says, "If you have a PDF copy, upload it and we'll send it to the IRS for you. If you don't have a PDF copy, you can skip upload and we'll help you mail a paper copy."

 

Then, before making my post, I already clicked "I want to e-file" and then clicked "View Returns" to preview my generated tax returns. This is where I'm saying I don't see my uploaded 1099-B attached anywhere in that tax return. I guess I expected it to be there.

 

Maybe it's this instead: When TurboTax says "we'll send it to the IRS for you," does that mean they'll actually mail it separately, and will NOT include it within the e-filed tax return and that's why I don't see it there?