PDF attachment to NY Form IT-201

[newyorkjohn]

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.

[LenaH]

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. 

[newyorkjohn]

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.