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clr600
clr600
Level 7
January 22, 2021
Question

1099B

  • January 22, 2021
  • 2 replies
  • 18 views

Why on the blank 1099B worksheet is the PDF attachment no box checked on the bottom of the form. I want to attach a PDF to the tax return.

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2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
January 22, 2021

Probably because your situation doesn't NEED a statement attached...I dont think thats referring to the transactions that get summarized to have a statement attached.   

That one is on the front page of Sch D, but only choose Yes if youre mailing them in with the 8453. 

Did we have a box to check for attaching a statement for summarized transactions in the past?

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    T
    Terry53029Intuit Community Champion
    Intuit Community Champion
    January 22, 2021

    Would have to look, but I think there was a box to check. All but a couple of my clients get a 1099B with uncovered transitions, so we only have to put in ST and LT totals, which is why I like the new schedule d worksheet

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