I'm trying to add a "Production Tax Credit" within TurboTax and still e-file. However, this requires a form that TurboTax does not support (Form 8835).
Under Income & Wages, I can get to the General Tax Credit form (Form 3800), which would allow me to enter the values from Form 8835.
But then I'd need to somehow upload and attach a manually entered Form 8835 (since TurboTax definitely doesn't support this form).
So, is there a way to do this upload/attachment of my Form 8835 and still e-file?
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No, there is no way to attach an unsupported tax form and e-file in any version of TurboTax. You will need to print and mail your tax return.
Is there a different product I can use other than TurboTax online that would allow for this (e.g. TurboTax Desktop)?
Or can you e-file with TurboTax and then also just append just the one Form 8835 via mail?
For example, I read that New York returns require a PDF upload and you can do that with the TurboTax desktop version.
As another example, it looks like (an unrelated) Form 8453 would allow you e-file then also mail any of the paper forms that are listed there (Form 8835 is not listed there).
I also found you can upload a PDF of your 1099-B, but TurboTax probably just scans that.
No, there's no TurboTax product that will fulfill this need.
You have a good idea in sending in your Form 8835 with Form 8453, but it just won't satisfy IRS rules. As JulieS notes above, you'll need to print and mail your return.
The instructions for Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return are very specific: Don’t attach any form or document that isn’t shown on Form 8453 next to the checkboxes. If you are required to mail in any documentation not listed on Form 8453, you can’t file the tax return electronically.
You can't just send in Form 8835 on its own, either -- it must be attached to a paper return, else you'll get a letter from the IRS requesting it, delaying the processing your return. IRS tax examiners are instructed to correspond for the form if it's missing.
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