How to "attach a copy of your broker's statement or other documentation showing the taxes paid to the other country"

Forum|Forum|2 years ago
March 23, 2024
2 replies
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TurboTax Desktop indicates for my Arizona (AZ) state taxes:

"For foreign countries, attach a copy of your broker's statement or other documentation showing the taxes paid to the other country."

I can't find where to attach them to get submitted with my state efiling.

The Edit | Add Supporting Details

and

Tools | Attachments menu options are both disabled.

How do i attach my supporting document?

Best answer by brumestik

The expert reference to AZ-8453 seems invalid. TT did not include, print, or provide any way get form AZ-8453. Moreover it may be a deprecated form based on the AZ Dept of Revenue (DOR) site, https://azdor.gov/sites/default/files/2023-03/RULINGS_INDV_2013_rescission-itr01-1.pdf.

They were correct that Desktop TT does not allow attaching docs. Online does, but you sacrifice other features, and apparently you cannot transfer your desktop license and return information to the online version to attach and file.

The AZ tax form instruction pages on the AZ DOR site, AZ form 309 instructions

page 3 Required Forms states
- "Upon request by the department, the taxpayer shall provide the
  following as proof for claiming the credit." … "Copy of brokerage statement, if applicable."
It also references the AZ Income Tax Procedure References ITP 20-1
- Which states on page 3 example 1 item 2: "Keep a copy of the brokerage statement. Upon request by the department, the taxpayer shall provide the copy as proof for claiming the credit."

Given this it seems the message in TT is not a requirement unless the DOR requests the form.

DawnC

Employee

You can't attach the 1099-B to the return using TurboTax desktop. Online has that capability, but not the desktop program. You should be allowed to e-file the return, and TurboTax will print Form AZ-8453 that you can mail with the broker statement to the AZ Dept of Revenue.

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brumestikAuthorAnswer

The AZ tax form instruction pages on the AZ DOR site, AZ form 309 instructions

page 3 Required Forms states
- "Upon request by the department, the taxpayer shall provide the
  following as proof for claiming the credit." … "Copy of brokerage statement, if applicable."
It also references the AZ Income Tax Procedure References ITP 20-1
- Which states on page 3 example 1 item 2: "Keep a copy of the brokerage statement. Upon request by the department, the taxpayer shall provide the copy as proof for claiming the credit."

Given this it seems the message in TT is not a requirement unless the DOR requests the form.