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If I need to add a document to my return (Clergy housing allowance), can I e-file or do I need to print and mail?

As a retired clergy person, I can adjust my income for a housing allowance. I have a document prepared by my church (conference) that needs to be included with my return. Is there a way to attach a copy of the document before I e-file or do I need to print my return, add the document and mail in my return? I will have a refund coming so any payment will not be necessary.

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DDollar
Expert Alumni

If I need to add a document to my return (Clergy housing allowance), can I e-file or do I need to print and mail?

There is no option to attach a file to your return in TurboTax.  If you have a document you need to send with your tax return, you will have to print and mail your return.

How do I print and mail a return in the TurboTax for Windows CD/Download software?


This link will give you the instructions on how to print and mail if you are using the TurboTax Online version of the software https://ttlc.intuit.com/questions/1944348


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1 Reply
DDollar
Expert Alumni

If I need to add a document to my return (Clergy housing allowance), can I e-file or do I need to print and mail?

There is no option to attach a file to your return in TurboTax.  If you have a document you need to send with your tax return, you will have to print and mail your return.

How do I print and mail a return in the TurboTax for Windows CD/Download software?


This link will give you the instructions on how to print and mail if you are using the TurboTax Online version of the software https://ttlc.intuit.com/questions/1944348


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