Question

I need to attach clergy worksheets for my schedule C and schedule SE adjustments

Forum|Forum|5 years ago
April 1, 2021
1 reply
0 views

Is there a way to attach documents to my electronic return?

No, there are only rare cases that you can attach a PDF in the TurboTax Software. If you are able to attach a PDF, then you will be prompted to attach a PDF, if needed.

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J

jup

@PattiF

To clarify - a member of the clergy that is required to fill out and submit the worksheets at the end of Pub 517 can not efile but must paper file? I have always done so (even though turbotax incorrectly always prompts me to efile and doesn't mention anything about the worksheets), but last year the IRS failed to add a new dependent who was correctly listed on my 1040; I'm still waiting for them to fix it. I'd love to efile to avoid further mistakes. Thanks!

O

Opus 17

Employee

@jup

I presume you are talking about your Deason adjustments to expenses. TurboTax does not allow for the attachment of PDFs in this case. You can either file without the attachments and keep them with your records in case the IRS asks questions about your expenses, or you can file by mail. A tax professional may also be able to include attachments in situations where TurboTax can’t. This is not a limitation enforced by TurboTax, it is enforced by the IRS. The IRS puts constraints on consumer level software that are not imposed on professional software.