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February 20, 2022
Question

Taxpayer-Prepared Supplement

  • February 20, 2022
  • 1 reply
  • 0 views

I have a supplement provided by a retirement agency. Can I upload that to my desktop software so that I can file?

    1 reply

    February 21, 2022

    It depends. Generally, you will not be able to upload a document into an e-filed return unless TurboTax asks for it. The IRS and state only want certain additional documents. It's their rules. 

     

    It's best to file by mal in those cases.

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    February 22, 2022

    Thanks for the reply even if it wasn't the answer I wanted!!!!