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February 5, 2023
Question

PDF attachments to tax return

  • February 5, 2023
  • 1 reply
  • 0 views

Hi everyone, I used turbo tax software (downloaded, Mac) to attach a required form which was prompted by the software to my State return. It gave me a prompt that the attachment was "accepted" by the software. When I filed it electronically, the PDF proof did not show me the attachment. I am hoping it was sent to IRS, but it is odd that my PDF proof didn't show the attachment. Is this typical?

    1 reply

    February 5, 2023

    Can you tell us what you mean by "PDF proof?"  Do you see the PDF attachment when you download and/or print your return?  Also, can you confirm that you followed the steps listed here:  How do I eFile my New York return if I have credits requiring a PDF attachment?  

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    February 5, 2023

    Yes, so I followed all the steps. My state is Maryland. My Mac Turbotax application gives me a prompt after I attached the PDF attachment "We've attached the PDF(s) to your return. You're all set."

     

    However, when I print my return (under 2022 Returns), I don't see the PDF attachment as part of the overall return. That's what I meant by proof. I already filed electronically. I just wasn't sure if the PDF attachment was submitted and I just don't see it in the print out of my return?

    February 7, 2023

    Your pdf that you attached will not be printed as part of the pdf of the tax return that you submitted.  You should have the pdf of the attachment as a record of that and not need what amounts to a duplicate pdf.

     

    @serendipity025 

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