Adding PDF document to State Tax Return

[JotikaT2]

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

[Tatter-Tom]

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]

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.

[Tatter-Tom]

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]

Which state is this?

[Tatter-Tom]

West Virginia

[PattiF]

Are you in the Deluxe version of TurboTax? Attaching a PDF to a state return has worked for others as long as they are using Deluxe.  

Is your document saved as a PDF file?

Here are some comments on successfully attaching a document for another state. 

[maxblair]

What documents regarding long term care are required to file my state taxes in west virginia?

[Irene2805]

For the West Virginia deduction for long-term care insurance premiums, proof of payment is required: 

• If you are paper filling, include a copy of the receipt(s) to your return.

• If you are e-filing, send the receipt(s) separately with a cover letter that includes your Social Security number.  Send the letter to this address:

West Virginia State Tax Department

P.O. Box 1071

Charleston, WV   25324-1071

@maxblair

[anselmofamily]

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

[DanielV01]

@anselmofamily  If your state return allows for a PDF attachment, it will so indicate in the state interview.  Be on the lookout for it and make sure you follow instructions to attach it.  You also have to have properly answered any state interview questions correctly to trigger the system to ask for the PDF.

[anselmofamily]

In the state of GA, we have a community preceptorship credit that started in 2019. I correctly input the information and turbotax prompted me to add the PDF form. I go to the location and actually attach it. Bullets turn green as if I attached it correctly. Then I move to the next page and it shows it never attached. It's very bizarre as I don't recall this issue last year. That's why I was wondering if this is something new this year where turbotax is no longer accepting PDF forms.

[DanielV01]

@anselmofamily If you are having a specific issue with this, you might need to contact customer service.  We have not received widespread reports of an issue attaching documents, but that certainly doesn't mean you are not experiencing a challenge on your return.  To contact customer service, please see this link:  What is the TurboTax phone number?

[anselmofamily]

Thanks @DanielV01 . I did talk to quite a few people yesterday at customer service and it seems that the consensus is that Turbotax no longer allows PDFs to be attached to GA state returns. So I'm just out of luck and now have to mail in my return for state. But I can still e-file Federal. Bummer. I haven't done that in a decade. Not sure I remember how. Ha.