Attaching PDF documents to a 1040 return for e-file

Before you start:

• There is not an option to preview the attached PDF file nor to print the attached PDF with the return.
• PDF files are limited in size. The entire file, including PDF attachments, submitted via e-file is limited to 32 MB.  A single attachment is limited to 1.5MB.
• PDF files cannot be attached to returns after they are transmitted for e-file.

To attach a PDF to the Federal e-file return:

1. Go to Screen 4, Electronic Filing.
2. Click on the PDF Attachment button.
3. Click on the Attach PDF button.
4. Select Browse Files
   .
5. Choose the PDF you need to attach.
6. Click on Open.
7. Click on  OK.
8. Select the form/type to link the attachment to from the Link to form (defaults to main form) drop-down menu.

To add multiple attachments:

1. Click on Add under e-file Attachment section from the left navigation panel.
2. Repeat steps 4 through 10 to attach another PDF.

Additional Information:

• Attaching PDFs to State returns is the same process as attaching PDFs to the Federal Return.
  • If the state allows PDF attachments there will be a separate section for the state. Check the box, Send PDF attachment with [STATE] return, and select the appropriate option or enter the Form and line number on state return (this input varies from state to state).
• Diagnostics indicating an attachment is required may not clear once the attachment has been included.  To verify the attachment has been included, select the "View PDF" button.
  • If a specific option is available to identify the attachment, the diagnostic should clear, otherwise the program has no way to confirm the required attachment has been included.
•  Once a PDF is attached, it will remain with the return until it is deleted.

Other Articles to Try:

• Individual Reporting Transactions on Form 8949 Similar to Prior Year Schedule D-1
• Printing and Saving a Tax Return as a PDF File