turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

newyorkjohn
Returning Member

PDF attachment to NY Form IT-201

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.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
LenaH
Employee Tax Expert

PDF attachment to NY Form IT-201

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. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question