Attaching a file to you tax record, not for filing

[exp_02]

Hi,

Sorry I find the TurboTax forum difficult in finding the correct place to post a question about the product, not about filing taxes.

Sorry watching the video I landed here, maybe not the best place but I am here and hope someone can help.

I received several communications form the IRS regarding my taxes, I would like to keep all those commutations electronically and attach them to the filing year.  That way 7 years from now when I say, why was that adjustment made and how did it come to that?  I have  all the supporting evidence of why it happen attached to my fining year in TurboTax.   Again not for filing but after the fact supporting evidence of why there was an adjustment to my taxes for that year all in one place where it belongs, not faded or washed out over time on lost to a flood or fire or other disaster.

If that is not possible now, then I would like know how to put in a request for an enhancement to have a supporting document attachment option. 

Allen

[VolvoGirl]

Do you use the Online version or the Desktop program?   There is a storage place called MyDocs  in your Turbo Tax account.  What is My Docs

What is My Docs™?

[Mike9241 · Accepted solution]

are they documents download from the IRS website or notices/letter you received in the mail? downloads can be saved as PDFs. actual letters/notices would need to be scanned, or picture taken with a cell phone. presently there is no way to attach documents to a return, they must be kept as an independent file.  you could request an enhancement, but I doubt that you would get a positive response. In the decades I've used Turbotax, there has never been an option to attach a manual document to a tax return. In some cases, this required the taxpayer to file by mail. In other cases there is a special form (8453) which allows e-filing of the return and separate mailing of certain documents  

saving online in in your account presents an issue in that in 7 years Turbotax will purge everything pertaining to that year. If you use online, you'll probably find that your 2017 return and documents are gone. The IRS also only saves documents and returns 7 years.

for permanent accessibility saving those items on your computer or in the cloud are your only options. if you save on your computer, you should make a backup and store on a separate device or in the cloud. hard drives go bad. There has been numerous posts from OP who had computer hard drive failure wanting to know how to retrieve returns and documents they had stored.  The response was always something like if you didn't save a separate copy somewhere it's gone permanently. 

[exp_02]

Thank you for responding, I was half expecting that answer, hopeful that enhancement requests from users would have a place.  I will just keep sending my subscription fees in.  It is unfortunate that I have found nothing else in this space, hint, hint competitors. 

For the other questions,  I use desktop, I do very little in the cloud.  That is the reason I have moved from MS Office to OpenOffice to LibreOffice.  Hopefully that stays for awhile.  Not that I am cloud adverse, I do work in 4 of the cloud providers, it's just that cloud does not work or should I say fit me.  

I received emails and letters, yes I would scan them in.  

I can live without it but this is the digital age why am I keeping paper and electronic copies of stuff.

To close all the hits I had on this topic said I could not attach and send a document to the IRS.  Well I was not looking to send anything more to the IRS, unless I could pay in pennies. 🙂 

Again,

thank you