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Attaching PDF documents to a 1040 return for e-file

Intuit

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.

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