Creating and attaching Portable Document Format (PDF) files of state returns to electronic files (1040)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

When a credit for taxes paid to another state is calculated in the resident state return, some states require that you attach a PDF file of the nonresident or part-year resident return to the resident state electronic file. In these instances, UltraTax CS automatically includes a PDF of applicable nonresident state returns that you have attached to the client's resident return. For state returns that are not automatically included in the electronic file, you can manually attach the PDF file.

Notes

  • The states that require a PDF file attachment of the nonresident or part-year resident return to the resident state electronic file are Arkansas, Colorado, Delaware, Georgia, Iowa, Idaho, Louisiana, Maryland, Michigan, Mississippi, Montana, North Carolina, North Dakota, New Mexico, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Virginia, and Wisconsin. When these are resident states, a PDF file of the nonresident state return will attach automatically. To see if the PDF file is automatically attached, press Ctrl + D in the state return and click the FYI tab in the diagnostics dialog.
  • The following states do not allow PDF file attachments: Connecticut, Indiana, and Massachusetts.
  • All other states allow PDF file attachments, but the state agency has not issued rules regarding attachment of the nonresident or part-year resident return to the resident state electronic file.

To create and attach a PDF file of the nonresident or part-year resident return, follow these steps.

  1. Open the client’s return.
  2. Choose File > Print Returns.
  3. Mark the Client copy checkbox and the Electronic delivery checkbox, and click the PDF to file option.

    Note: Clear the Paper checkbox unless you want to print a paper copy.

  4. Clear the Password protect PDFs checkbox.
  5. Click the Browse button and navigate to the location where you want to save the PDF, and click OK.
  6. Click the Options button, click the Selected Pages tab, and click Unmark All.
  7. Mark the nonresident or part-year resident state returns you want to include in the PDF file.
  8. Click OK to close the Print Options dialog.
  9. Click Assemble to create a PDF file of the selected returns.
  10. Choose Edit > Electronic Filing Attachments.
  11. Click the Add button.
  12. In the Product field, select the resident state.
  13. In the Return field, select Tax Return.
  14. In the Attachment title drop-down list, select Other state(s) income tax return(s).
  15. Click the File option, click Browse, navigate to the location of the PDF file you want to attach, and click Open.
  16. Click OK to return to the Electronic Filing Attachments dialog.
  17. If desired, click View Attachment to view the PDF that will be included in the electronic file.
  18. Click OK to close the dialog.

When you create the electronic file, the attachment will be included as part of the file.

Related topic: Attaching Portable Document Format (PDF) files to the electronic file

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