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10243: States Generally - Attachments for e-Filing


State Returns Generally

When a state EF message tells me I need to attach a document, how do I do that?
 

To clear the state EF message, you must either attach the required PDF document that exactly meets the name requirement shown on the EF PDF Attachments window (or as entered on the state PDF screen, if applicable). 

PDF Name Requirements

  • A PDF name must only contain alphanumeric characters. No punctuation or special characters are allowed. 
  • If you include a space in the file name, ensure that there is only a single space between words or numbers.
  • You cannot have two PDF attachments with the exact same file name for the same return. 

For example a file can be named "Form 8949 1.pdf," but cannot be named
    Form 8949_1.pdf
    Form 8949  1.pdf (two consecutive spaces)
    Form 8949-1.pdf
    Form 8499(1).pdf

Review the needed attachments on the EF PDF Attachments dialog box

In the return, go to View. Click the Attach PDF button on the toolbar. In many cases, the software will automatically attach the document when you open the dialog box because it has been generated by the software. In this example, the North Carolina and Georgia returns were automatically attached, but the Connecticut return must be attached manually.

  • A green check mark indicates the document is now attached.
  • Click View to view the attachment from the EF PDF Attachments dialog box. The attachment is also identified on a state PDF~ page in View (like VA_PDF~).
  • The associated state EF message is cleared when you recalculate the return.
  • The attachment may need to be updated when the return is later recalculated after modification. After attachment, whenever you go to view and click the Attach PDF button, you are prompted to update each or all of the checked documents that have been attached.
  • A red "X" indicates a document that has not yet been attached. To manually attached a document, see below.

To manually attach a document

To make the attachment, you have to create, properly name, and save the document, and then use the EF PDF Attachments dialog box to browse to and attach the document. In the example above, a Connecticut return needs to be attached to a Virginia return for credit for taxes paid to CT.

  1. Note the required name format for later use. 
  2. Exit the EF PDF Attachments dialog box.
  3. Print the document to PDF (in the example, another state return).
    1. Name the PDF file exactly as the Required PDF FileName column indicates (in the example, CTRETURN.PDF).
    2. Save the file to a location where you can find it, such as the Document Manager.
  4. Calculate the return.
  5. In View, click the Attach PDF button, opening the EF PDF Attachments dialog box.
  6. Click the Browse button, navigate to the file, select it and click Open.
  7. You are returned to the EF PDF Attachments dialog box. The document is now preceded by a check mark, indicating the attachment is completed. For more information about return attachments for e-filing, see Related Links below.
  8. Return to data entry and press Calculate to clear the EF message. 

Which states have a PDF attachment screen for optional PDF attachments to an individual state return?

There are several states that allow for optional PDF attachments in an individual return. The following states have a screen within state specific data entry for optional attachments. From federal data entry, go to the States tab. Select the state, and go to the location indicated below: 

State   Screen location
AL Electronic Filing tab > PDF screen
AR General tab > PDF screen
CO General tab > PDF screen
DE General tab > PDF screen
GA Other tab > PDF screen
LA Other tab > PDF screen
MA Other tab > PDF screen
MD Other tab > PDF screen
MI Other tab > PDF screen
MN EF tab > PDF screen
MO General tab > PDF screen
MT  Credits tab > ATT screen 
NC Other tab > PDF screen
NH (DP10 only) Interest and Dividends tab > PDF screen
NM Credits tab > PDF screen
NJ
General tab > OPT screen.
OH Other tab > PDF screen
OK Other tab > PDF screen
OR Other tab > PDF screen
PA General tab > PDF screen
SC Other tab > PDF screen
VA Other tab > PDF screen
VT
Other tab > PDF screen 
WI Other tab > WPDF screen
WV Other tab > PDF screen

The above screens inside state specific data entry are for optional attachments. If a state red message is requiring the PDF attachment, the state screen does not need to be completed. 

Below are common state EF messages regarding attachments: 

 State EF Messages
Alabama 0054, 0290, 1504
Arkansas 0815, 1050
Arizona 0040, 0103, 0242, 0243, 0244, 0246, 0247, 0248, 0249, 0516
California 0525, 0529, 0540
District of Columbia 0081, 0083 
Delaware 0013, 0023, 1300
Georgia 0020, 0021, 0026, 0049 
Hawaii 0004, 0013, 0014, 0020, 0040 
Idaho

0031, 0033, 0034, 0035, 0036, 0037, 0059, 0067, 1009, 1020, 1021, 1022, 1030, 1031, 1032, 1035, 1046, 1050, 1065, 1220, 1240, 1260

Kansas

0108, 0109, 0110, 0111, 0112, 0113, 0114, 0115, 0116, 0117, 0118, 0119, 0120, 0121, 0170, 0285, 0286, 0736

Kentucky 3021 
Louisiana 0058, 0077 
Maine 1017 
Maryland

0062, 0063, 0096, 0117, 0119, 0132, 0135, 0175, 0176, 0177, 0178, 0179, 0180, 0181, 0182, 0183, 0184, 0185, 0186, 0187 ,0188, 0189, 0190, 0191, 0192, 0193, 0194, 0195

Michigan  0076, 0078, 0079, 0080, 0081, 0082, 0324, 1016
Minnesota 0042, 0049, 0068 
Missouri

0007, 0008, 0284, 0291, 0301, 0302, 0303, 0304, 0305, 0306, 0307, 0308, 0309, 0310, 0311, 0312, 0313, 0314, 0315, 0316, 0317, 0318, 0319, 0320, 0321, 0322, 0323, 0324, 0325, 0326, 0327, 0328, 0329, 0330, 0331, 0332, 0333, 0334, 0335, 0336, 0337, 0338, 0339, 0340, 0341, 0342, 0343, 0344, 0345, 0346, 0347, 0348, 0349, 0350, 0351, 0352, 0353, 0354, 0355, 0356, 0357, 0358, 0359, 0360

Mississippi 0012 
Montana 0123, 0124 
North Carolina 0049, 0050, 0051, 0058, 0059
North Dakota 1101, 1102, 1103, 1104, 1107, 1108, 1109 
Nebraska 0025, 0026, 0027, 0028, 0029, 0030, 0031, 0032, 0033
New Hampshire 0200, 0201
New Mexico

0028, 0029, 1119, 1120, 1121, 1122, 1123, 1124, 1125, 1126, 1127, 1128, 1129, 1130, 1131, 1134, 1135, 1136

New York

0021, 0024, 0034, 0035, 0036, 0039, 0043, 0047, 0050, 0051, 0052, 0053, 0054, 0055, 0056, 0058, 0059, 0073, 0074, 0075, 0076, 0077, 0078, 0081, 0081, 0082, 0083, 0084, 0086, 0087,  0090, 0131, 0146, 0150, 0151, 0160, 0161, 0177, 0178, 0189, 1167, 2077, 2084, 2099, 2106

Ohio 0003, 0073
Oklahoma 0027, 0050, 0059, 0063 
Oregon 0019, 0030,  0031, 0043, 0056  
Pennsylvania 0075, 0164, 0815, 0887, 2024 
Rhode Island 0134 
South Carolina 0032 
Utah 0024, 0035, 0071 
Virginia

1306, 1307, 1308, 1310, 1311, 1312, 1313, 1314, 1315, 1316, 1317, 1318, 1319, 1320, 1321, 1330, 2050

Wisconsin

0039, 0042, 0043, 0044, 0046, 0049, 0051, 0052, 0053, 0054, 0056, 0057, 0058, 0059, 0061, 0062, 0063

West Virginia

0048, 0049, 0050, 0062, 0064, 0066, 0080, 0081, 0082, 0083, 0084, 0085, 0086, 0087, 0088, 0089, 0090, 0090, 0091, 4000


See Related Links below for information about Federal PDF attachments. 



Related Links


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