Form entries that allow a PDF attachment will be listed on the form with a check box. When you attach a PDF file to a return, UltimateTax includes that attachment with the e-file. Only one attachment is allowed per entry.
To attach a PDF file to a UltimateTax Desktop return:
- Click the applicable check box on the form line that allows a PDF attachment.
- In the dialog box that appears, select the appropriate PDF file, and then click Save.
- Once UltimateTax verifies that the file is in the correct format, click OK.
Note: If you attempt to attach a non-PDF file, you will receive an error message. Also ensure that you've named the PDF file after the form you're attaching. i.e. Form 1098 C should be named "form1098c.pdf".
To remove a PDF file from a UltimateTax Desktop return:
Navigate to the form line to which the PDF file is attached.
Clear the check box for this attachment.
Solution Articles:
PDF Attachments for Federal and State Returns
PDF Attachments for Federal and State Returns
This applies to all years of the UltimateTax software.
