topic 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? in Retirement tax questions

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?

Andy19008 — Mon, 09 Mar 2026 08:51:03 GMT

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.

Re: 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?

Anonymous_ — Mon, 07 Mar 2022 22:49:24 GMT

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

The attachment procedure is basically for the 8453-FE.

Re: 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?

Anonymous_ — Mon, 07 Mar 2022 22:50:42 GMT

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.

Re: 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?

Andy19008 — Tue, 08 Mar 2022 18:55:26 GMT

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.

Re: 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?

Anonymous_ — Tue, 08 Mar 2022 19:15:43 GMT

@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.