turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Education: Credits & Reporting on Mar 26! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Is it possible to attach a schedule prepared by the taxpayer, when completing taxes on TurboTax?

As a surviving spouse acquiring IRA accounts as beneficiary, there are important calculations that are not handled by TurboTax, including adjustment of basis in some IRA accounts. Can I attach a schedule (say from Excel) to explain manual adjustments?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
SusanY1
Employee Tax Expert

Is it possible to attach a schedule prepared by the taxpayer, when completing taxes on TurboTax?

TurboTax does not allow you to attach the schedule, and in most cases the IRS does not require that you submit documents when filing related to adjustments.  Often, attachments submitted that aren't specifically requested are ignored by the IRS. 

You can file by mail and attach them, if that is your preference.  However, we recommend that you keep the calculations and schedules with your own records and provide them only if the IRS specifically inquires about the issue at a later date.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question