The expert reference to AZ-8453 seems invalid. TT did not include, print, or provide any way get form AZ-8453. Moreover it may be a deprecated form based on the AZ Dept of Revenue (DOR) site, https://azdor.gov/sites/default/files/2023-03/RULINGS_INDV_2013_rescission-itr01-1.pdf.
They were correct that Desktop TT does not allow attaching docs. Online does, but you sacrifice other features, and apparently you cannot transfer your desktop license and return information to the online version to attach and file.
The AZ tax form instruction pages on the AZ DOR site, AZ form 309 instructions
- page 3 Required Forms states
- "Upon request by the department, the taxpayer shall provide the
following as proof for claiming the credit." … "Copy of brokerage statement, if applicable."
- It also references the AZ Income Tax Procedure References ITP 20-1
- Which states on page 3 example 1 item 2: "Keep a copy of the brokerage statement. Upon request by the department, the taxpayer shall provide the copy as proof for claiming the credit."
Given this it seems the message in TT is not a requirement unless the DOR requests the form.
