topic How to Attach Statement to Form 1041 in Get your taxes done using TurboTax

How to Attach Statement to Form 1041

LK2023 — Wed, 11 Feb 2026 06:26:32 GMT

I am completing Form 1041 for an Estate using TurboTax Business and need to attach a Statement as required by Other Information Question 8, to explain why the Decedent's Estate was open for more than 2 years. The Executrix is disabled and needed time to prepare the house for sale. I have not gotten to the point of submitting the return, and wondered if I will be prompted to attach the Statement. Also, would Word doc or PDF be better? Thanks.

Re: How to Attach Statement to Form 1041

Mike9241 — Sat, 09 Mar 2024 17:56:22 GMT

Turbotax has no provision for attaching an external document. you'll need to mail the return.

Re: How to Attach Statement to Form 1041

LK2023 — Sat, 09 Mar 2024 17:58:55 GMT

Thanks. That's not great. What happens if i e-file but mail the statement?

Re: How to Attach Statement to Form 1041

Anonymous_ — Mon, 23 Dec 2024 15:23:49 GMT

Re: How to Attach Statement to Form 1041

LK2023 — Sun, 10 Mar 2024 23:15:36 GMT

Okay, thanks. I really wanted to e-file, and other programs (e.g., TaxAct) enable this feature. Thanks for the info.

Re: How to Attach Statement to Form 1041

LK2023 — Mon, 11 Mar 2024 02:18:19 GMT

If I do mail the Federal 1041, can I still e-file the NJ 1041? I don't think the NJ form asks for any statements or explanations.

Also, can I still obtain Audit Defense if I mail the return?

Thanks.

Re: How to Attach Statement to Form 1041

LK2023 — Tue, 12 Mar 2024 00:36:52 GMT

Hi - I didn't get a response the my last follow up:

If I am required to mail the Federal 1041, can I still e-file the NJ 1041?

Also, can I still obtain Audit Defense if I mail the return?

Re: How to Attach Statement to Form 1041

Anonymous_ — Mon, 23 Dec 2024 15:24:01 GMT

Re: How to Attach Statement to Form 1041

Anonymous_ — Mon, 23 Dec 2024 15:24:12 GMT

Re: How to Attach Statement to Form 1041

LK2023 — Tue, 12 Mar 2024 03:42:09 GMT

Okay, thank you very much for the reply.

Re: How to Attach Statement to Form 1041

LK2023 — Wed, 03 Apr 2024 22:48:19 GMT

I posted this question elsewhere but it really belongs here, I think?

So I've been advised here that I must paper file the Federal Form 1041 in order to Attach a Statement explaining why the Estate was open for more than 2 years, and I must also paper file the NJ 1041 as well.

If I have to paper file the Federal 1041 and NJ 1041, presumably it will take the IRS a while to process these.

So must I also paper file the corresponding personal Federal 1040 and NJ 1040 for the Beneficiary to whom the Estate income was distributed because the K-1 and NJ K-1 will take a while to be processed by the IRS?

Or can I e-file the 1040s, even though the 1041s (including K-1 and NJ K-1) were mailed?

Thank you.

Re: How to Attach Statement to Form 1041

Anonymous_ — Wed, 03 Apr 2024 23:36:10 GMT

You can go ahead and e-file the 1040s.

Re: How to Attach Statement to Form 1041

LK2023 — Thu, 04 Apr 2024 00:45:46 GMT

Thank you

Re: How to Attach Statement to Form 1041

ZChefDan1 — Sun, 14 Apr 2024 20:59:15 GMT

Why doesn't Intuit include a feature in TurboTax Business that would allow users to attach a statement with the 1041? It would save many people, including me, the hassle of printing and mailing a 1041 simply to add a statement explaining why the estate has been open more than 2 years. TurboTax Business certainly isn't inexpensive software. Come on Intuit, allow me to e-file!

Re: How to Attach Statement to Form 1041

BillM223 — Mon, 15 Apr 2024 22:28:55 GMT

The way e-filing works is that the IRS or the state defines an XML schema which lists the mandatory and optional tags and their data that make up a valid data set for a tax return. When TurboTax is finished running, it has created a data set in this format. Note that there are no forms in this data set, just tags (think: <xml>).

So in order for TurboTax to be about to add the equivalent of a paper document to a tax return, the IRS must create the ability to accept it on their end, so TurboTax can create it on our end.

It's not just up to TurboTax...

Re: How to Attach Statement to Form 1041

LK2023 — Tue, 16 Apr 2024 03:21:49 GMT

Thanks, BillM223. Clearly TurboTax does have the capacity to attach a statement because to submit the 1041 electronically, you must print, sign, scan, and upload a signature page (PDF). Which I discovered shortly before I realized that I would not in fact be able to e-file. So I gathered that most likely there was also an issue on the IRS side. It's moot for me now, because I printed the Federal 1041 and mailed it with the attached statement, and TurboTax doesn't support e-file for the NJ State 1041 anyway, so I mailed that one too. I would have preferred to e-file both, but TurboTax was still worth it because of the help completing the forms and presenting the required information. And, I found a lot of support through TurboTax Community support pages this year! So, thank you.

Re: How to Attach Statement to Form 1041

wonderingnj — Tue, 20 May 2025 01:38:19 GMT

The IRS told me that many tax filing softwares have this features so it does appear to be a Turbo Tax choice not to provide it.