Using TurboTax Business (Trust return). Used the summary method for my stock transaction, so I have to include the 1099-B. I don't see a step to do so. How do I do it?

Earlier, it was promised that there was a way to attach the pdf version of the 1099-B to my return. I don't see a way to do it.

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1 Best answer

Level 15

Mar 8, 2022 11:15:43 AM

@Andy19008 wrote:

It must come up as an issue fairly often. TurboTax Business is much less user friendly than the individual programs.

I concur, 100%, with both of your statements.

Level 15

Mar 7, 2022 2:49:24 PM

You will not be able to attach your 1099-B to the return.

The attachment procedure is basically for the 8453-FE.

Level 15

Mar 7, 2022 2:50:42 PM

Note that you can combine the 8453-FE with the 1099-B if you have the software to do so, but the IRS might not receive the attachment in the proper format (or may not receive it at all) if you e-file.

Level 2

Mar 8, 2022 10:55:26 AM

This is frustrating! Also, why does the software indicate that I will be able to attach it earlier when I dealt with the stock transactions? I'm really surprised that there's no way to do this. It must come up as an issue fairly often. TurboTax Business is much less user friendly than the individual programs.

Level 15

Mar 8, 2022 11:15:43 AM

@Andy19008 wrote:

It must come up as an issue fairly often. TurboTax Business is much less user friendly than the individual programs.

I concur, 100%, with both of your statements.

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Using TurboTax Business (Trust return). Used the summary method for my stock transaction, so I have to include the 1099-B. I don't see a step to do so. How do I do it?