TaxSlayer Pro supports attaching a PDF in the following state individual income tax returns. If a state is not listed, it hasn't made provision for attaching a PDF document.
Alabama
To add a PDF for gifts to charity to the Alabama return, from the Alabama Tax Return Menu select:
- Total Deductions
- Alabama Schedule A
- Total Gifts to Charity
Arkansas
To add a PDF for Individuals with Disabilities to the Arkansas return, from the main menu of the Arkansas State return select:
- Credits
- Credit for Individuals with Developmental Disabilities
California
To add a PDF for Claiming an Alternate Dependent and supporting citizen documents to the California return, from the main menu of the California State return select:
- Total California State Tax
- Exemption Credits
- Alternate Dependent Exemption (Form 3568)
- Add the Dependent Information
- Documents to Support Citizenship
To add a PDF for Claiming an Alternate Dependent and supporting citizen documents to the California return, from the California Tax Return Menu select:
- Total Payments
- CA Refundable EIC
- California Foster Youth Tax Credit
- Attach Proof of Status
Colorado
To add a PDF for supporting Subtractions from Federal Income in the Colorado return, from the main menu of the Colorado State return select:
- Subtractions from Federal Taxable Income
- Attach a PDF to support any subtraction
To add a PDF for supporting Nonrefundable credits in the Colorado return,
from the main menu of the Colorado State return select:
- Tax Minus Nonrefundable Credits plus Use Tax
- Total Nonrefundable Credits
- Credits for the following lines require a PDF attachment for Electronic Filing: 2, 5, 6, 7, 8, 9, 11, 12, 13, 14, 19, 20, 21, 22, 23,
Georgia
To add a supporting PDF to the Georgia return, from the main menu of the Georgia State return select:
- Personal Information
- Other Categories
- Attach Supporting Documentation
To add GA additional tax withholding forms G2-A, G2-LP, G2-FL and G2-RP to a GA return, from the main menu of the Georgia State return select:
- Total Payments
- Other Georgia Income Tax Withheld
- New - Complete all items in the menu
- Attach PDF Copy of Your Form
Hawaii
To add a PDF for Gifts to Charity to the Hawaii return, from the main menu of the Hawaii State return select:
- Total Deductions & Exemptions
- Attach APDF Information related to gifts of $250 or more
Illinois
To add a supporting PDF for the Illinois return, from the main menu of the Illinois State return select:
- Personal Information
- Other Categories
- Attach Supporting Documentation
Kansas
To add a PDF for Decedent Refund Claim on the Kansas return, from the main menu of the Kansas State return select:
- Miscellaneous Forms
- Decedent Refund Claim (RF-9)
- Attach a signed copy of this RF-9 and supporting documentation
Maine
To add a PDF for supporting nonrefundable credits in the Maine return, from the main menu of the Maine State return select:
- Tax Minus Nonrefundable Credits
- Tax Credits
- Other Credits
- Attach PDF for the credit (s) being claimed
Maryland
To add a PDF for Pension Exclusion due to total disability to the Maryland return, from the main menu of the Maryland State return select:
- Total Maryland Adjusted Gross Income
- Subtractions from Income
- Pension Exclusion
- Attach a PDF of your certification if totally disabled
To add a PDF for Nonrefundable personal income tax credits to the Maryland return, from the main menu of the Maryland State return select:
- Tax, Local Tax and Contributions
- Nonrefundable personal income tax credits (502CR)
- Community Investment Tax, Endow Maryland Tax Credit and Areas with Health Care Workforce Shortage Tax Credit require a PDF attachment supporting the credit for electronic filing
To add a PDF of a taxpayer or spouse death certificate, ensure that the taxpayer and/or spouse is marked deceased on the federal tax return. From the main menu of the Maryland state tax return, select:
- Other Categories
- Attach a copy of Death Certificate(s) or Letters of Administration
Michigan
To add a PDF for Income Tax Paid to Another State to the Michigan return, from the main menu of the Michigan State return select:
- Nonrefundable Credits
- Income Tax paid to Other States
- Attach PDF
To add a PDF for FEN-854 Custodial Party to the Michigan return, from the main menu of the Michigan State return select:
- Personal Information
- Other Categories
- Attach FEN-854 Custodial Party End of year statement
Minnesota
To add a PDF for Claim of a Refund to the Minnesota return, from the main menu of the Alabama State return select:
- Miscellaneous Forms
- Claim for a Refund Due a Deceased Taxpayer (M23)
Missouri
To add a PDF for Military Income deduction to the Missouri return, from the main menu of the Missouri State return select:
- Taxable Income
- Military Income Deduction
- Attach PDF to Military Income Deduction
To add a PDF for Property Tax deduction to the Missouri return, from the main menu of the Missouri State return select:
- Payments & Credits
- Property Tax Credit (MO-PTS)
- Attach PDF of Supporting Documentation
Montana
To add a PDF for the Adoption Credit to the Montana return, from the main menu of the Montana State return select:
- Total Payments
- Refundable Credits
- Adoption Credit
- Attach PDF for Form ADPT
Nebraska
To add a PDF for Form 1310N to the Nebraska return, from the main menu of the Nebraska State return select:
- Miscellaneous Forms
- Claim Refund for Deceased (1310N)
- Attach Proof of Death or Personal Representative Documents
To add a PDF for the Stillborn Child Tax Credit to the Nebraska return, from the main menu of the Nebraska State return select:
- Payments and Refundable Credits
- Stillborn Child Tax Credit
New Jersey
To add a PDF Death Certificate to the New Jersey return, from the main menu of the New Jersey State return select:
- Personal Information
- Other Categories
- Additional Questions
- Death Certificate Attached for Deceased
New York
To add a PDF for NYC-202 Credits to the New York return, from the main menu of the New York State return select:
- Other NY Forms
- NYC-202 - Create new or Edit
- Total Credits
- Any credit taken requires a PDF attachment with supporting documentation
Ohio
To add a PDF for Gifts to Charity to the Alabama return, from the main menu of the Alabama State return select:
- Tax and Credits
- Additional Nonrefundable Credits
- Homeschool Expense Credit and Non Charter or Public School Credit require PDF attachment for electronic filing
Oklahoma
To add a PDF for Form OK 511 supporting documents to the Oklahoma return, from the main menu of the Oklahoma State return select:
- Tax minus Nonrefundable Credit
- Other Nonrefundable Credits
- Attach OK-511 CR Supporting Documentation PDFs
Virginia
To add a PDF for Bank Franchise Deduction to the Virginia return, from the main menu of the Virginia State return select:
- Other Deductions
- VA Bank Franchise Tax
- Attach PDF of Documentation to support Bank Franchise Deduction