1099-B Worksheet

Forum|Forum|3 years ago
March 13, 2023
1 reply
20 views

At the very bottom of the 1099-B Worksheet there is a line, "PDF Attachment," with boxes for a 'Yes' or 'No' answer. It seems to me if a PDF is being attached, then the answer should be 'Yes." However, the default answer is 'No', and I cannot figure what inputs trigger this box to be checked. In order to change from the default answer, an override is necessary.

Usually in these situations I can figure it out by right-clicking and select cross-reference, but that option is not available. Any hints? For as long as PDF attachments to the returns have been permitted, I have never done anything but attach the file as an efile attachment. If I have been doing something wrong all these years, I will not be surprised! 😂

Any help or insights will be appreciated. Thanks!

Mike

ProSeries Professional

This topic has been closed for replies.

Best answer by dkh

I think that "PDF Attachment," with boxes for a 'Yes' or 'No' gets triggered from data entry that absolutely requires a pdf. - not for when someone chooses to attach a pdf instead of entering the detail.

No love letters from IRS for the way you've done it in past years - I'd say you're good.

dkhAnswer

Level 15

I think that "PDF Attachment," with boxes for a 'Yes' or 'No' gets triggered from data entry that absolutely requires a pdf. - not for when someone chooses to attach a pdf instead of entering the detail.

No love letters from IRS for the way you've done it in past years - I'd say you're good.