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Level 1
posted Mar 2, 2025 6:51:25 PM

How do I attach my detailed stock sale transaction statement? I got a screen saying that my state (PA) requires that I attach it, but there was no button or link.

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2 Replies
Expert Alumni
Mar 2, 2025 6:57:08 PM

You are not able to attach a PDF or other file to an e-filed tax return.  

 

If you need to include a document that is not included in the TurboTax program, then you will need to print and mail the tax return.

 

See this TurboTax Help.

 

See original post here.

Level 15
Mar 2, 2025 7:38:02 PM

from PA -40 D instructions

Brokerage or summary statements of
transactions will be required to be included as a PDF attachment with the return or faxed in to the department unless copies of the brokerage statements are already included with the federal e-filed return.

 

hopefully someone will clarify this or you can call the PA dept of revenue

I could not find the number or instructions for faxing. Also, whether filing the federal schedule D using form 8453 to submit details to the IRS is what is meant by "unless copies of the brokerage statements are already included with the federal e-filed return"