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Level 3
posted Feb 24, 2024 10:53:56 AM

Is a copy of the Grantor Information letter filed with my 1040

Hi, so I know a copy of  the Grantor Information Letter is to be filed with the 1041 return, but am I also required to include a copy of the letter with my 1040 when I e-file the 1040?

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1 Replies
Level 15
Feb 24, 2024 12:53:24 PM

No.  keep for your records.  you wouldn't be able to e-file because Turbotax has no provision to attach a PDF to the e-file 

just make sure you include the amounts from the grantor letter in your return.