Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Mar 18, 2025 12:04:20 PM

efile Form 1041 for Trust and attach PDF of 1099-B. Can I do this?

I would like to efile Form 1041 return for a trust and attach a PDF of 1099-B to show detailed transactions. I realize I can aggregate transactions under most circumstances but Form 8949 has exceptions where codes or adjustments are required. I cannot find where TurboTax allows me to add such an attachment prior to efiling.

0 1 1622
1 Replies
Level 12
Mar 18, 2025 1:33:09 PM


@jjreynol wrote:

I cannot find where TurboTax allows me to add such an attachment prior to efiling.


TurboTax Business does not support attaching PDFs other than for e-file authorization (Form 8453).