Re: I filed form 1041 for a trust, chose summary entries:1 entry on form 8949 says '... see attached statement". I e-filed it. Where/when do I send the supporting 1099-B?

I want to attach the 1099B since I also chose summary entries. Has this been fixed for the 2022 tax year?

288

Level 12

Feb 28, 2023 5:15:36 PM

I read this and I don't think they've changed anything.

Expert Alumni

Mar 1, 2023 1:34:36 PM

If you have completed the e-filing your 1041 tax return, then mail your statements along with Form 8453-FE with Form 1099-B and a statement of explanation to:

Internal Revenue Service

Attn: Shipping and Receiving, 0254

Receipt and Control Branch

Austin, TX 73344-0254

If you need a blank Form 8453-FE you can download this pdf, enter your address information. The address is the e-file station and should connect your document with your 1041 tax return.

@M-MTax

@mctugie

Level 2

Mar 3, 2023 9:01:59 AM

I don't understand what you mean by the "address is the e-file station". Wouldn't the EIN of the trust on form 8453-FE connect it to the return?

Expert Alumni

Mar 3, 2023 9:21:40 AM

Yes the EIN will connect the return. The term e-file station is simply a description of the address where e-filed returns send their 8453 required documents.

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Re: I filed form 1041 for a trust, chose summary entries:1 entry on form 8949 says '... see attached statement". I e-filed it. Where/when do I send the supporting 1099-B?