Form 1041-Mailing Form 1099-B

Forum|Forum|2 years ago
September 7, 2023
1 reply
9 views

I prepared a Form 1041 for a Trust and summarized stock transactions on Form 8949 & Schedule D.

I EFiled the tax return and it was rejected because the PDF file was too large. There are multiple Wash Sales & Non-Covered transactions, as well. I now plan to send the Form 1099-B by mail.

I would like to know if there is a form for mailing with the Form 1099-B, along with an address. Thank you.

ProSeries Professional

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Terry53029

Intuit Community Champion

Form 8453. see link : https://www.irs.gov/forms-pubs/about-form-8453

K

KCash77Author

Level 3

Thanks for answering Terry. The tax return I prepared is Form 1041 for a Trust. The Form 8453, in this case, is for Individual Tax Returns.

There is a Form 8453-F for Form 1041, but that is used for the Fiduciary signature when not using Form 8879-F.

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Terry53029

Intuit Community Champion

Sorry missed it was a trust, long day. The form 8453 FE is used to allow the preparer to mail documents to the IRS; However, the form 8879 will still be generated and will need to be signed and retained for three (3) years.

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