BillM223
Expert Alumni

State tax filing

TurboTax does not have a way to add random forms to the tax return. This is because the tax return is in an XML format, and does not include PDF documents unless both TurboTax and the state plan for it.

 

No matter, it is not unusual to have this situation of needing to send additional documentation to the state.

 

I talked to the Oklahoma Tax Commission, and they said just send them a letter with your name and Social Security number at the top. If you print all your forms (highly recommended that you at least keep a PDF copy of your return) and you have a 511-EF, then attach a copy of it to your letter (this is the document that shows that you e-filed your state return).

 

If not, just make it clear what you are doing ("The taxpayer shall provide evidence of the written commitment to the Tax Commission when the tax return claiming the credit is filed the first year."), and that you have e-filed your Oklahoma return under the name and SS number above.

 

The Tax Commission will figure it out.

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