- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Attaching pdf to electronic filing
It is not clear how to do this. I've been advised that I should do this to explain an aspect of the return. Some posts suggest that it cannot be done?? Seems like a definite defect in the program if so. Do other electronic filing programs allow it?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Attaching pdf to electronic filing
You cannot attach a pdf to an e-filed return. What are you trying to attach? In general, if the IRS wants additional information from you after you e-file your return, they will send you a request by letter with instructions as to how to submit the requested information.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Attaching pdf to electronic filing
TurboTax provides for entering an explanation where it is required by IRS rules. The IRS does not want explanations that are not required by the rules. The IRS instructions for Form 1040 say "Don't attach correspondence or other items unless required to do so." If the IRS has a question about your tax return or wants more information, they will send you a letter asking for it.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Attaching pdf to electronic filing
@rha9 wrote:
Some posts suggest that it cannot be done?? Seems like a definite defect in the program if so.
If you're referring to the dropdown in the screenshot below, it doesn't appear to be functional.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Attaching pdf to electronic filing
With a few exceptions, if your tax return requires an attachment and/or explanation statement. you can't e-File.
You have to file a paper return via US Mail or FEDEX.
There are a few places in TurboTax where an explanation statement can be typed in by you and included with your e-File.
The only PDF supported by TurboTax is the Schedule D transacton details, and only in certain situations.
In that case, a separate paper mailing after e-File is already provided for by the IRS instructions.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Attaching pdf to electronic filing
Attach an explanation only if the IRS instructions explicitly call for it,
not because somebody else suggested it would be a good idea.
Still have questions?
Make a post