Where to Attach Business Deduction Proof (receipts, etc)

Forum|Forum|3 years ago
January 21, 2023
3 replies
91 views

Hi guys! I paid estimated taxes over this last year as I'm self employed, I have business deductions I need to add (I was able to key them in) but my question is how do I attach my receipts, etc? I am using Turbo Tax Self Employed tax service, if anyone knows, I'd appreciate it 🙂 Thank you!

Deduction

Anonymous_

Level 15

You do not need to attach receipts (or other proof of your deductions) to your return.

If you are using TurboTax Full Service, contact your Expert.

See https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-expert/contact-full-service-expert/L9ShBBNDa_US_en_US

marie8Author

Level 3

That's amazing, thank you for the quick reply 🙂 I went to that link but I'm still a little confused, do I need to mail them in separately to the IRS? Or are you saying they just aren't necessary at all?

Anonymous_

Level 15

You do not need to send the receipts to the IRS.

If you were using TurboTax Full Service (where an Expert prepares your tax return), then you might need to send receipts to the Expert.

Carl

Level 11

When e-filing your tax return you do not need to attach any 3rd party documents to your e-filed return. For example, W-2's, 1099's, 1098's, etc.) The IRS already has a record of those, as well as a record of any quarterly tax payments you made. However, you should always file your receipts and other proof of payments with your printed copy of the filed and accepted tax return. If the IRS needs you to provide proof of anything, they will request that proof by a formal letter you will receive in the mail from the IRS.

marie8Author

Level 3

Okay, so Carl, you are saying that I can e-file just fine with no attached receipts, but just hold onto receipts with printed accepted return for future need if the IRS asks for it? I really just want to make sure I get that right and not mess up.

And yes, I understand that 3rd party documents don't need to be attached, I appreciate that reminder. For some reason it has been a hot minute since I have had any major business deductions, so I'm just unfamiliar with that particular process.

Thank you!!

Anonymous_

Level 15

@marie8 Just retain all of your receipts. If the IRS wants to review them, they will inform you.

You could not attach the receipts when you e-file even if you wanted to as TurboTax does not support such attachments.

Pirko

Level 2

Turbotax would help us if they added a feature so Turbotax customers could attach receipts and spreadsheets to the .tax2023 file. I keep those .tax files as my records. I could open the file and produce the receipts and spreadsheets if the IRS requested it.