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rha9
Returning Member

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?

5 Replies

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
rjs
Level 15
Level 15

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.

 

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.

 

Untitled.png

 

 

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.

 

@rha9 

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.

 

@rha9 

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