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Level 3
posted Feb 19, 2021 9:58:35 AM

How do I add Statements to my tax return? (I am NOT filing electronically)

In the past, my tax return has a few pages of STATEMENTS, and on the 1090 or other schedules, it says "SEE STATEMENT 1" etc... 

 

In the Windows Desktop Home & Biz version, how do I....

1.  create the separate pages of statements in TurboTax (I can create in Word or something else if necessary, but I cannot find a way to do this within TurboTax

2.  get the "SEE STATEMENT x" to show up on the 1099 or other Schedules?

 

I am NOT filing electronically, I must mail in for other reasons, so I just need to be able to print out my forms with these notes.

 

THANKS!

0 3 1844
3 Replies
Level 15
Feb 19, 2021 10:48:14 AM

"see stmt x" will appear if and when TurboTax generates a statement.

 

select the print option "all forms needed for filing".

Level 3
Feb 19, 2021 11:13:23 AM

Thank you for taking the time to respond.

 

Well I certainly am not able to figure out how to get the statements to be generated then.

 

For example, last year, on Schedule C, line 39 "Other Costs", there was an attachment that broke out these costs in detail. 

 

For my 2020 return, I click on the amount I have entered into line 39 Sched C, and a + sign appears. I click on the + sign, and I am able to enter the details of what made up this amount.  I do NOT check the box to NOT print these supporting details.  However, no "SEE ATTACHMENT x" appears on Sched C, and no page of attachments is generated.  I tried printing and nothing.

 

 

Intuit Alumni
Feb 24, 2021 11:43:45 AM

In the TurboTax Desktop Home and Business, you can go to Forms Mode and Print each form and schedule that you need.

 

Also, at the top right of your software, there is a Print Center. The Print Center allows you to print what section you want to print and all schedules and worksheets. See image: