MO e-filing with 529 contribution

[Margaret CPA in OH]

I have a MO resident client who has contributed to 529 plans for her children.  The instructions say to attach statements showing the owner of the plan to substantiate the deduction.  Does that mandate then paper filing the state return or is there an alternative such as the federal 8453?

 

Thanks

[Jack from Ohio]

Scan and attach as a pdf.

[Margaret CPA in OH]

I thought of that but wasn't sure that MO had the capability of receiving scanned attachments.  I don't think all states do and wanted confirmation.  Have you had success with a MO attachment?

[Jack from Ohio]

While in the return, click on e-file at the top, then choose "add .pdf."  There will be places to attach documents.

[Margaret CPA in OH]

Okay - I am then assuming that the option to attach a pdf appears only if the receiving agency allows them.  I suppose the worst case scenario would be a denial of refund until the documents were sent.  I was trying to avoid that!

 

Thanks!