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Level 1
March 12, 2020
Question

Can I attach a 1099-B pdf with tax return or do I have to use the 1099 import option

  • March 12, 2020
  • 2 replies
  • 15 views
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2 replies

TAXOH
Level 10
March 12, 2020

Yes you can attach the pdf.

dascpa
Level 11
March 12, 2020

When you attach the pdf through the efile menu item you need to use the drop down list and choose Form 8949 attachment.  Remember, don't attach the entire 1099 form, only the pages that you are summarizing in the tax return.