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Level 4
February 23, 2021
Question

Stock Transaction Submittal Form for Form 1041

  • February 23, 2021
  • 2 replies
  • 17 views

The trust has 100 stock transactions and I'd like to prepare a Form 8453 similar to a Form 1040.  Is there a way to transmit stocks transactions to Austin, instead of listing each item on Form 1041, Schedule D?  I cannot find a Form that allows this for Trusts.

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2 replies

Level 4
February 23, 2021

I found it on the Schedule D input.  I can attach a PDF file and summarize on Form 8949.

 

Thanks for looking

Level 3
February 23, 2021
Yes, it’s on schedule D and you can attach a .PDF file