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Obaf
Level 1

How do I add attachments to Form 3115

This question was asked, here in Turbo Tax Forums in 2024 (see here). I'm asking again in case things have changed or there's a better answer.

 

I'm filling out Form 3115 and it asks for attachments in multiple places.

 

My questions are

  1. How do we add these attachments?
    a) Can this be done in Turbo Tax directly?
    b) Do I just type them up in Microsoft word and then print them out?
  2. Apart from these attachments, I've seen comments that you can't file Form 3115 with your Federal tax returns electronically
    a) Is this because one needs to add attachments?
    b) It seems to me like if you exclude the attachments, Form 3115 is part of your generated tax returns and will be part of your efiling. Is my understanding incorrect?
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3 Replies

How do I add attachments to Form 3115

The answer hasn't changed and likely never will. Manual forms require that the return be mailed. Even PDFs of official forms can not be electronically attached to allow e-filling.  However, you can still e-file because you can use Form 8453 to mail in Form 3115 and the attachments. Turbotax supports that form. Make sure you follow the filing instructions for the 8453.

https://www.irs.gov/pub/irs-pdf/f8453.pdf 

 

Obaf
Level 1

How do I add attachments to Form 3115

Hi @Mike9241 

 

Thanks for the response. I don't quite understand it and so I would like to ask some follow-up questions

 

1) Should I look for Form 8453 in Turbo Tax Desktop and fill it out?

2) After filling it, will Turbo tax send it as part of my efile?

3) How do I actually create the attachments required for Form 3115? i.e Form 3115 requires some explanation/notes for some of the questions and these are what they call attachments. How do I create these?

 

How do I add attachments to Form 3115

Read the instrcutions it cannot be e-filed.  The 8453,  3115 and attachments will have to be mailed.  as to how to create attachments, if there isn't a link to prepare them, then they will have to be prepared outside of Turbotax

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