Filing a 1040X with PDF attachment

[Hall95]

I want to file an Amended 1040 (ie. a 1040X) and I want to attach a PDF file to the amended return.    There is no mention of 1040X form within the forms offered for PDF attachment.  Perhaps just select "other"?   How do I know that the PDF attachment has been associated with the 1040X??

[PhoebeRoberts · Accepted solution]

Everything goes with the amended e-file. Link it to the actual form it pertains to.

[itonewbie]

My understanding is that electronic submission of the 1040X will include the entire return.  The software is not smart enough to compare what has changed since the return was last e-filed and selectively include only those forms and schedules (unlike the days when we paper-filed).

On the other hand, if the attachment actually needs to be processed by the IRS, I would paper-file the 1040X.

[madeirosjohn1]

How do you attach PDF files from outside lacerte?

[sjrcpa]

https://accountants.intuit.com/support/en-us/help-article/electronic-filing/attaching-pdf-documents-...