@britehopes wrote:
I have done the 1041 but a revocable living trust is a grantor trust. It is a decedent estate and the initial and final Form 1041. According to the instructions, I just add an attachment showing how the income was distributed. Then the beneficiaries (my sister and me) enter the distribution information in our personal returns. I have to file a paper return because my SSN is currently locked (SSA screw up in 2022 still having it's effects) so attaching a copy of the 1099R in question isn't an issue. But my sister is filing online and it would be helpful if she could attach a scanned copy of the 1099R in question to her return. We would like to avoid as many dealings with the IRS as possible as the amount is a pittance!
So is it or is it not possible to attach a document to an online tax return?
I can't address whether it is required in this situation because I haven't worked with this issue. But Turbotax has made a policy decision that they do not allow attachments for e-filing, even though the IRS allows them in some situations. I have heard there are other tax software programs that do allow attachments (I don't know which ones and I don't endorse any specific product). Or, use a professional this year, or file by mail.
