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April 8, 2024
Question

Forgot to add 1099-B for Trust return filed with TurboTax Community

  • April 8, 2024
  • 1 reply
  • 0 views

Hello. I forgot to upload 1099-B documents for a trust return before it was filed electronically. I am using TurboTax Business. The electronic return was accepted by IRS. Can I amend the trust return with TurboTax Business for the sole purpose of uploading 1099-B documents? Thank you.

1 reply

April 8, 2024

You can certainly amend the trust return, but you will have to print and mail the return since TurboTax Business does not support e-filing amended business returns (such as Form 1041).

 

Further, TurboTax Business does not support "uploading" or importing tax reporting forms such as Form 1099-B so you will have to enter the information from the 1099-B manually.