You may be required to include additional files with your return. If you are, you’ll be prompted to attach those files during the filing process. Check the Federal and State sections of the TaxAct program to make sure you've added any necessary attachments.
Click Add next to an optional or required category to upload a new attachment. Choose the appropriate options from the available drop-downs and review the additional information provided. Click Browse to locate the PDF on your computer, then click Finish to attach the file to your return. You can click < Back at any time to return to the first screen.
Yes. Click View to see the attachment or click Delete to remove it.
If your attachment is invalid for any reason, you will see a red invalid attachments warning and an alert in the filing steps. Remove the invalid attachment before filing.
No. If you upload a new version of an attachment, delete any copies you previously attached.
Only PDFs can be attached to your return. An error message will appear if you attempt to upload other file types.
Use a scanner or a mobile scanning app to create a PDF version of the document.
You can convert the document to a PDF. For instructions, go to our Attaching Documents to a Return FAQ.
If you’re claiming the Section 83(b) Election statement or treating a nonresident alien spouse as a U.S. resident, additional documentation is required.
On Form 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts, Part II, if Boxes A or B are selected, or if you’re using Form 8948 Preparer Explanation for Not Filing Electronically and listing all transactions individually, attachments are optional.
If the dependent didn’t have a social security number (SSN), type "DIED" instead of entering an SSN for that person in the basic info section of the Q&A.
If the child did have an SSN, you are not required to attach a copy of the child's birth certificate, death certificate, or hospital records showing a live birth.
Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.