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Level 2
posted Feb 27, 2025 2:45:42 PM

Conflict between TT Dialogue & Help Instructions on Attaching 1099-B Forms to TT Business Desktop

Conflict between TT Dialogue & Help Instructions on Attaching 1099-B Forms to TT Business Desktop

 

The TT dialogue says, "You're attaching a statement and only have summary entries for this account"

 

BUT, 1) the "Help info" says to only (mail in) the statements if certain conditions apply

and there is no supported pdf attachment mechanism in TT Business.

 

FYI, in the Help Instructions, it's under this question:  "When do I need to include my 1099-B with my return?"

 

Please make the messaging and instructions match.

 

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1 Replies
Expert Alumni
Mar 10, 2025 2:58:54 PM

TurboTax Business does not support PDF attachments for e-filed returns at this time. You can still e-file your return, but you'll need to mail a paper copy of your 1099-B to the IRS along with Form 8453, which you can print using Forms Mode.

 

Mail these completed forms to the IRS at the address below by the tax-filing deadline:

Internal Revenue Service

Attn: Shipping and Receiving, 0254

Receipt and Control Branch

Austin, TX 73344-0254

 

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. 

 

Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.

 

If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.