Adding PDF document to State Tax Return

Forum|Forum|5 years ago
February 23, 2021
4 replies
13 views

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JotikaT2

Employee Tax Expert

You cannot add a PDF document if you are going to electronically file your tax return with TurboTax.

TurboTax will include any necessary forms with your state return.

If the forms cannot be electronically filed, you will be given instructions on how to send the forms in if needed.

Do I need to attach any forms to my return

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Tatter-TomAuthor

Level 2

The issue is with Long Term Care Insurance reporting. Last year TurboTax informed me that I had to mail this info to the state separate from my electronic filing. This year it again states that the state requires this information but provides a screen with a field to enter something and a "trigger" labeled PDF. When I click on the trigger, the field highlights. I then go to my PDF document and click on it and TurboTax fills in the location information. TurboTax checked state tax return with no errors and no mention of having to mail my info separately like I did last year. When I submitted for filing, TurboTax then tell me that it cannot access the PDF and rejects the submission. HELP!

PattiF

Level 15

Which state is this?

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Tatter-TomAuthor

Level 2

Additional info: I need to include a PDF document with my State Tax Return. but when I click on document, an address appears the includes my drive, user name and folder name along with document name. Then Turbo rejects submission when filing. What information is TurboTax wanting expecting when I click on the PDF button? If its an address, how do I provide address of document without including all the other information on my computer?

PattiF

Level 15

Again, you cannot attach a PDF file to the TurboTax State tax return. You will need to print and mail the return. TurboTax does not allow a PDF to be attached to an electronically filed return.

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anselmofamily

Level 2

is this new for 2020? I was able to attach last year for 2019

Money Talker

Level 2

Frankly, this is going to be a deal breaker for me going forward. This is not at all a hard technical fix. Get with it, Intuit! RIDICULOUS that you have not already built this into your software. Geez....

kaniela83

Level 2

All the Turbo Tax Experts are saying you can not add a PDF to your state return. But Turbo Tax asks you to import your document as a PDF then upload it to your state return. Turbotax also says "you must e file your return" An upload button is offered with a box for the pathway. After you've located the form and click next, Turbo Tax says "great we've added your PDF to your return". But that PDF can not be located.

If you can not add a PDF to your return then there is definitely a glitch in this program.

Thank You

Kaniela83