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fgesualdijr-hotm
Level 2
Apr 12, 2023 9:05 PM UTC
Question

how to attach PDFs files when e-filing

Would someone know how to attach PDFs files when e-filing the tax return? Should it be done at the final step "File Return" or before?

    3 replies

    DoninGA
    Level 15
    DoninGALevel 15
    Level 15
    Apr 12, 2023 9:07 PM UTC

    A PDF cannot be attached to an e-filed tax return using TurboTax.  The tax return would have to be printed and mailed to include the PDF.

     

    What exactly are you needing to attach to the tax return?

    fgesualdijr-hotmAuthor
    Level 2
    Apr 12, 2023 9:12 PM UTC

    It is related to Schedule 3 - Part II - (12D) Claim of Right, IRC 1341. 

    I manually calculated the overpaid tax on previous year (2021).

    Now I need to attach the "overpayment letter" and calculation files saved as PDF.

    DoninGA
    Level 15
    DoninGALevel 15
    Level 15
    Apr 12, 2023 9:14 PM UTC

    Then you will have to print and mail your tax return to include this information.

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