topic I filed form 1041 for a trust, chose summary entries:1 entry on form 8949 says '... see attached statement". I e-filed it. Where/when do I send the supporting 1099-B? in Business & farm

I filed form 1041 for a trust, chose summary entries:1 entry on form 8949 says '... see attached statement". I e-filed it. Where/when do I send the supporting 1099-B?

bllwnn — Mon, 09 Mar 2026 08:10:23 GMT

When I printed the electronic filing instructions there was nothing about sending the 1099-B from my financial institution to the IRS in support of the summary entry. Why?

Re: I filed form 1041 for a trust, chose summary entries:1 entry on form 8949 says '... see attached statement". I e-filed it. Where/when do I send the supporting 1099-B?

Anonymous_ — Sun, 13 Mar 2022 15:13:31 GMT

The instructions are in the On Demand Tax Guidance, but they are easy to miss.

Re: I filed form 1041 for a trust, chose summary entries:1 entry on form 8949 says '... see attached statement". I e-filed it. Where/when do I send the supporting 1099-B?

bllwnn — Sun, 13 Mar 2022 15:30:07 GMT

So I was e-filing. And it says this: "If you are e-filing your tax return, you will need to attach a PDF copy of your 1099-B or broker statement(s) when you transmit your return. We will guide you through this process at that time."

But it never prompted me to attach a PDF copy of my 1099-B when I transmitted my return. Why? Because it was from Box A (Short-term transactions for which basis is reported to the IRS)? That would be hopeful, maybe the attachment is unneeded?

Re: I filed form 1041 for a trust, chose summary entries:1 entry on form 8949 says '... see attached statement". I e-filed it. Where/when do I send the supporting 1099-B?

Anonymous_ — Sun, 13 Mar 2022 15:48:41 GMT

@bllwnn wrote:
But it never prompted me to attach a PDF copy of my 1099-B when I transmitted my return. Why?

That appears to be a fault in the software since there is no way to attach a PDF copy in the program (other than the procedure for attaching the transmittal form - 8453).

Re: I filed form 1041 for a trust, chose summary entries:1 entry on form 8949 says '... see attached statement". I e-filed it. Where/when do I send the supporting 1099-B?

Frustrated user — Wed, 10 May 2023 19:22:35 GMT

Yes, it appears to be a flaw in the program. Same problem last year. I just added brokerage statement to the 8453-FE form using the wonderful adobe Adobe program.
I cannot imagine why intuit doesn’t correct flaws in their program.