Adding PDF document to State Tax Return

[Money Talker]

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....

[gwalters82]

Yes Turbotax provides the needed state forms for filing, EXCEPT for Pennsylvania Schedule D.  Turbotax cannot handle more than 100 entries.  I see this issue asked for many years with no resolution by Turbotax

[frankcoe]

What are asking for

[kaniela83]

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

[kaniela83]

Hi PattF,

Theres a glitch with Turbotax.  In my case I have a one time $1000 Nurse Credit from New Mexico.  But I must include form PIT-NC. Turbo Tax says to import that form then upload it as a PDF. A address box is given for the upload with an "upload" button. After the form is supposedly uploaded and you click to the next section Turbo Tax says "great we've attached your PDF to your return". But the PDF can not be located!

So can this section be updated?

thanks

Kaniela83

[PattiF]

Unfortunately, the PDF cannot be attached to your return.

From @Cynthiad66:

You cannot add a PDF document if you are going to electronically file your tax return with TurboTax online, however if you file a paper return you may print and include the attachment.

I suggest you file the Federal return electronically and print and mail the New Mexico return.  When you print , please sign the return and attach the required form for the Nursing Credit.  This is a one time credit so you should not have to do this next year.

For your State return:

For your State return:

Mail refund returns and returns without a payment attached to:

NM Taxation and Revenue Dept
PO Box 25122
Santa Fe, NM  87504-5122

Mail returns with a payment and voucher attached or payments and vouchers without a return to:

NM Taxation and Revenue Dept.
PO Box 8390
Santa Fe, NM  87504-8390

[kaniela83]

Hi Patty,

It seems no one understands my message.  I now understand I can not add a PDF if filing electronically, but turbotax does not include that information. It only offers an option to upload and attach your PDF to your return.  Isnt that a problem with the software?

[PattiF]

 I will send this information to TurboTax investigations. Thank you.

@kaniela83 

[Everhardt]

I understand normally a document cannot be added to a state return, but I was just asked by state for last years Louisiana R-10606 form to verify payment of taxes to neighbor state Mississippi. I checked my TurboTax return and that form was not in state submitted package. I provided state with W-2 and they were happy, but I want to be prepared for next year, so how can I have this form attached to electronic return or will I have to mail entire return?
Thank you.

Charlie