The 2024 NYS IT-201 Instructions require a separate schedule in my situation. The NYS info sheet in 2024 Turbotax include Part VIII, Additional Information for E-Filed Returns, includes fields captioned, "PDF's that you have selected to attach to your state efile return are listed below". Yet the online advice I see says that PDFs cannot be attached to an efiled return but instead the return must be paper filed. Questions - Can or cannot a PDF be attached to an efiled NYS return? If not, why does Part VIII clearly state that it may be? Thanks.
It depends. TurboTax will prompt you to add attachments in certain situations and for certain federal and state forms. If there is an attachment required that TurboTax cannot attach a PDF for, then TurboTax will notify you that you must mail your return and are not eligible for e-file.
If you reached a screen in the NYS return in which you were able to upload a PDF and Part VIII is stating that the attachment will be e-filed, then it should be sent with your return.
Thank you for your reply. Let me give you some more specific information in order to see if you have any additional advice before I file (I am on extension). The instructions (page 9) for 2024 NYS IT-201, line 28, subtractions from Federal AGI, state the following:
"If you include an amount on line 28 from more than one line on
Form IT-201, submit a schedule on a separate sheet of paper
showing the breakdown from each line."
In 2024 I received interest on US Treasury obligations (exempt from NYS tax) reported on IT-201, line 2, Interest and, for such interest comprising dividends from qualifying funds, on IT-201, line 3, Dividends.
The interest on US Treasury obligations reported on line 2 and that reported on line 3 are combined by Turbotax and the total is subtracted for NYS purposes on line 28. I have the schedule called for by the above instruction but Turbotax does not provide an option to attach it to my eFile (NYS requires eFile) even though I have indicated in Part VIII of the NYS Info Sheet that I have a schedule to attach.
Question: In this situation does Turbotax not provide an option in eFile to attach a schedule or am I just not seeing how to do it?
Thanks again.
Probably not. If you are not seeing that option (It would be VERY CLEAR) and say UPLOAD THIS NOW, then it is not an option to e-file with that attached.