In the TaxAct^® program, you can attach certain documentation to your Federal and/or State tax return. When documentation is necessary, the program will prompt you to upload the documentation during the e-filing steps.

You can attach a PDF document to your Federal return for the following situations:

• Form 8949 Sales and Other Dispositions of Capital Assets summary totals entered for stock transactions
• Form 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts, Part II, Boxes A or B selected (optional attachments)
• Child was born and died in the tax year and did not have a Social Security Number (SSN) issued. If the child did have an SSN, there would be no need to attach a copy of the child's birth certificate, death certificate, or hospital records showing a live birth

Many states allow or require taxpayers to attach a PDF of supporting documentation to an electronically filed state return. If any of these situations apply to your return, you will be prompted to attach the documentation.

The file MUST be saved as a PDF before attaching to your return. The Attachment Manager will not accept any other file types. To help prevent malicious uploads, we have strict requirements for our PDF standard. If you receive an error when trying to upload your PDF, it most likely does not meet the standard.

You can download the free Adobe Acrobat Reader to edit files and convert files to PDFs that match our standards. If you need help, go to our Attaching Documents to a Return FAQ.

Related Links

• How to Access Attachment Manager
• Dependents - Child Born and Died with No SSN

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.