E-Filing

Forum|Forum|6 years ago
April 30, 2020
1 reply
25 views

Folks - I have a sizable federal refund coming. I've always filed by mail, almost always owing money at tax time.

But now I'd like to get that unusual refund faster. The issue is that I have a number of self-generated attachments -- that is, xeroxed copies of statements' pages and my own Excel spread sheets.

How do I efile said attachments?

Best answer by WaltCulver

Re -- Attaching PDFs to e-filed returns:

I asked a question about that recently, and it was suggested I research prior answers. Here's the most complete I've found, and it's updated as of 1 April 2020:

TurboTax Help Intuit

posted ‎May 24, 2019 4:10 PM; last updated ‎April 01, 2020 3:46 AM

"When a tax return can't be e-filed no matter what you do"

Although millions of tax returns are successfully e-filed every year, some returns simply can't be e-filed or keep getting rejected even though there's really nothing wrong with them.

Returns cannot be e-filed if they:

Contain overrides
Have no taxable income
Contain a W-2 where box 1 is blank or the box 16 amount is greater than the box 1 amount
Contain IRS forms or schedules not on the accepted Forms and Schedules list
Contain non-final forms
Are for prior-year or amended returns

Many nonresident and part-year state returns cannot be e-filed either, due to circumstances beyond our control (we'll let you know if your non- or part-year resident return must be paper-filed).

In addition, certain returns keep getting rejected because somebody already claimed a dependent on the return or because of incorrect information in the IRS database. In these cases, there's really nothing you can do to "fix" your return so you can e-file it. For this year at least, you'll need to file a paper return instead.

fanfare

Level 15

I see by the forum that TurboTax has some kind of support for PDF attachments.

That would be a new feature this year.

But I don't have 2019 Turbotax to see it myself.

You'll have to search for it or contact Customer Support.

WaltCulverAuthorAnswer

Level 3