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February 22, 2024
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How do I create an attachment to my Missouri tax return when e-filing?

  • February 22, 2024
  • 2 replies
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    Best answer by dpansius1

    After a lengthy conversation with the friendly Turbotax rep, I discovered that there is no way to include an attachment that is not requested by the IRS--if you're filing electronically.  If you're sending your return by mail, you may include attachments. I think you really need to weigh the pros and cons--you apparently take a risk when mailing returns to the IRS (greater possibility of errors, potential security issues, etc).  I opted to file electronically--if the IRS requests clarification, I'll take care of that at a later date. [The risk here is, of course, that may delay your refund. The IRS requested clarification last year on my son's return, and it took him 10 months to get his refund.}

    By the way, if you have the business edition of TT, there is a way to upload an attachment, but this feature is apparently limited to a specific form.

    2 replies

    Employee
    February 22, 2024

    You cannot create or send attachments with an e-file.  What are you trying to do?

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    sjh518Author
    February 22, 2024

    My state requires me to provide documentation of the calculation of income from US Gov't Obligations.  So now I will have to paper file, which is a bummer.  I wish TT would provide the ability to add attachments to your return.

    dpansius1Answer
    February 22, 2024

    After a lengthy conversation with the friendly Turbotax rep, I discovered that there is no way to include an attachment that is not requested by the IRS--if you're filing electronically.  If you're sending your return by mail, you may include attachments. I think you really need to weigh the pros and cons--you apparently take a risk when mailing returns to the IRS (greater possibility of errors, potential security issues, etc).  I opted to file electronically--if the IRS requests clarification, I'll take care of that at a later date. [The risk here is, of course, that may delay your refund. The IRS requested clarification last year on my son's return, and it took him 10 months to get his refund.}

    By the way, if you have the business edition of TT, there is a way to upload an attachment, but this feature is apparently limited to a specific form.