Attach a PDF to an e-file

Follow these steps to attach a PDF to an e-file.
  1. With the return open, select
    Edit
    ,
    Insert
    , then
    EFile Attachments
    .
  2. Select
    Add
    .
  3. Select the jurisdiction or form.
  4. Select
    Browse
    , the PDF you want to attach, then
    Next
    .
  5. Select a predefined title or enter your own. The default user-defined title is the file name, without the extension. 
    note
    When you select the PDF, the description automatically populates the PDF file name. If necessary, change the description to an IRS-accepted name. You can't change the Thomson Reuters file name and Date Modified. Make sure the attachment file name matches the IRS-required descriptions. For those attachments not listed in the IRS specifications, make sure they have meaningful and descriptive names. Your actual file name becomes the description of the attachment and can't be more than 100 characters long.
  6. Select
    Next
    .
    The selected PDF displays in the E-file Attachments window, showing the selected jurisdiction, attachment title, file name, file size, and date modified.
  7. Select
    Done
    to complete the attachment.
  8. Select
    E-file
    then
    Attachments
    and review the PDF attachments included in the return on the Organizer screen.

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