Retirement tax questions

@smithjulie596    That's for a state tax return.

 

You would need to specify which state you are dealing with....then someone with specific knowledge of that state would have to answer.

 

I don't know that TTX software will allow you to attach any extra PDF/pictures 

BUT

a)......Some states might allow you to E-file without attaching the documents, then you would hold on to those documents for a few years, to provide them only if the state decides to send you a letter asking for proof.

b) ...........Others may let you efile without them but require you to snail-mail in the proof documents separately to a special address after your efile has been accepted.

c) ...other states may require you to print/mail-file with the documents included.

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...or, you may just need to call your own state's income tax department  and ask how they want it done.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*