can I attach PDF statements to TurboTax return efiled?

[lily26]

Can I attach PDF statements to Turbo tax return e-filed (ie capital gain and loss statements)

[JamesG1]

Yes, you may.

You may elect to report summary information.  Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered. 

You will enter the summary info instead of each individual transaction.  Follow these steps.

1. Open or continue your return.
2. Select Federal down the left side of the screen.
3. Select Wages & Income down the left side of the screen.
4. Select Show more to the right of Investments and Savings.
5. Select Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
6. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021?
   • If you land on Your investments and savings, select Add investments.
7. At the screen Get ready to be impressed, select Continue.
8. On the Let's import your tax info screen, select Enter a different way.
9. On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
10. At the screen Which bank or brokerage, enter the information.
11. Do these sales include any employee stock, enter No.
12. Do you have more than three sales, enter Yes.
13. Do these sales include any other types of investments, enter No.
14. Did you buy every investment listed, enter Yes.  Continue.
15. On the screen Now, choose how to enter your sales, select Sales section totals.  Select Continue.
16. At the screen Look for your sales on your 1099-B, select Continue.
17. You will now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your IRS form 1099-B, IRS form 8949 and / or Schedule D Capital Gains and Losses for the amounts and category. When finished, select Continue
18. You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.
19. When completed, close the record and click Continue.
20.  At the screen Now, we'll help you upload your 1099-B since the IRS requires a copy, browse and select your document.  Select Continue.
21. When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no IRS form 8453 will be generated.

@lily26 

[Anonymous_]

Can I attach PDF statements to Turbo tax return e-filed (ie capital gain and loss statements

No. See https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/need-fill-mail-form-89...

[Nabilb]

The answer from the "Expert" does not answer the question.  The answer addresses a completely different issue.

[MarilynG1]

If you're using TurboTax Online, you can attach a PDF copy of your 1099's as shown in the screenshot above.

If you're using TurboTax Desktop, you can enter Summary Totals and then mail in a copy of your 1099's (if required).

Here's more info on Mailing Form 8949 for Summary Totals.

@Nabilb 

@lily26 

[skierpage]

You cannot. However, TurboTax Premier should prompt you to enter the relevant information from the 1099-B you should have received; in lesser versions I think you can go into TurboTax form mode and provide the info. If you create supporting statements TurboTax does not send them as part of the e-file; from another TurboTax community discussion "If you e-file your return, TurboTax only transmits data required to be filed by the IRS based upon your tax return." A human being at the IRS does not go through your return to read your supporting statements, so both printed and e-filed returns leave them out.

Note that your 1099-B information "is sent by the broker or barter exchange to clients and the IRS." So the IRS gets the same information on the form that you get sent (but again, not the additional info the brokerage probably provides you). Which raises the question "Why does the USA make you laboriously re-enter information that the IRS already knows?", and the answer is tax preparers like Intuit lobby Congress to stop the IRS from simplifying and automating more of filing taxes.

[lodierno]

I never got the prompt after filling in the totals for each catagory it just wen to done. I am using TT Prremium.

PLease tell me where to start with attaching my PDF of the 1099 brokerage to the efile tax return.Thanks

[Anonymous_]

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@lodierno wrote:

PLease tell me where to start with attaching my PDF of the 1099 brokerage to the efile tax return.

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Not supported. Sorry.