itonewbie
Level 15

Apparently, Lacerte/PTO automatically attach the return for some states but not for others.  Critical diagnostics would be your guide.

If you have a critical diagnostic, the Link for form and Form line or instruction reference dropdown works the same way as any other attachment; it only denotes the form/schedule which the PDF attachment supports and the PDF will still need to be uploaded.

You may also like to refer to this thread for a related discussion: https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/re-other-state-tax-credit...

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Still an AllStar

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