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New Member
posted Mar 11, 2023 12:52:04 PM

How do I attach additional form to 1040 and efile with the Desktop version?

I need to attach some additional forms that TurboTax doesn't list.  How do I add any custom forms or attach a pdf to 1040 and efile with the Desktop version?

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1 Best answer
Level 15
Mar 11, 2023 12:53:53 PM

Form or Schedules not supported by TurboTax can be attached to only mailed tax returns.  They cannot be included with an e-filed return.

3 Replies
Level 15
Mar 11, 2023 12:53:53 PM

Form or Schedules not supported by TurboTax can be attached to only mailed tax returns.  They cannot be included with an e-filed return.

New Member
Feb 25, 2024 6:48:06 PM

Dear Turbo Tax 

1. Can I attached a PDF to e file return?

2. 1099-R portion of money used for medical expenses. Where do you put medical exemption code?

Total 2023 1099-R Distibution 10K however 10K used for medical which was determine at bit later time.

 

Help please    

 

Expert Alumni
Feb 26, 2024 6:35:13 AM

1 - No, you can only add attachments to a paper return filed by mail.

 

2 - After you have entered your Form 1099-R reporting the early distribution from your IRA or retirement plan, there will be a series of follow-up questions.  Then, there will be more follow-up questions after you leaving the Form 1099-R summary page.  One of those questions will be a screen showing many different options available to reduce or eliminate the early distribution penalty.  There will be a box there for medical expenses paid (in excess of 7.5% of AGI).  This is where you enter the amount paid for medical costs that exceeded 7.5% of your AGI on the return.  

 

@rogowske