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Retirement tax questions
@dcreed1 wrote:
Hi,
Thanks for the response. I'm trying to efile and include the 1099-B and -R documents. But TurboTax seems not to offer a way to include those documents. The first screen at the "upload documents" routine says the uploaded documents won't be added to the tax return, but that's precisely what I want to happen: attach those documents to the tax return and send them to the IRS (or at least make them available to the IRS).
As stated in the answer above -
When e-filing a tax return there is no need to mail or attach anything to the e-filed tax return. The tax information from the Form 1099-R and Form 1099-B is already included in the e-filed tax return.
‎June 30, 2020
3:04 PM