Attaching Files

[Diane]

I have a client with 66 pages of stock transactions. Can you attach a PDF file to the 1040? The help file in ATX mentions only attaching to business returns. And, I tried attaching the PDF, created the efile, but the PDF is not listed as one of the forms in the list of efiled forms.

Diane

[Lion EA]

Scan & Flow. Or, import an Excel file. Or, mail the G/L statement with Form 8453.

[rfassett]

I agree with Lion - but only after I realized what she was saying. I could not think for the life of me where a general ledger (G/L) came into this mix nor why you would want to send it to the IRS. I REALLY need a break.

[kcjenkins]

If you can save that pdf as a csv file, you can then open the return, click the drop-down menu, and select Import Sch D Data, and the program will pull the info into the Sch D.

[michaelmars]

or do a "schedule available upon request" and just enter the long and short totals. Make sure the gross sales are reported to tie out to the 1099-b.

and don't tell Bees Knees since this is not technically correct either. I have done this for 20 years even before efiling and only once got asked for the back up by a state not even feds. i have had 1099's over 200 pages for some managed funds in trusts, its crazy.

[Diane]

OK, I think I'm just going to paper file this thing. He has Michigan (resident state)and Missouri (non resident)to file also and Michigan wants a copy of Missouri and Missouri wants a copy of the 1040. So, paper filing everything will take care of all the attachments, etc. It's enough to drive someone nuts.

Diane

[rich]

Be careful,I did one return with multiple pages transactions and imported data to D1, I found software wasnt correctly calculating total on line 2-F on sch D which flows from D1.I had to override.