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March 10, 2023
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attaching a PDF of a federal return to a separately filed KY Form PTE

Related products:Lacerte
  • March 10, 2023
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I need to attach a PDF of a federal return to a separately filed KY Form PTE return.  A diagnostic is being generated stating that "KY e-file requires a valid file name for all PDF attachments and that a name from a drop-down menu on Screen EF (4) should be selected.  The "765-DK" option seems to be obsolete and applicable to prior year forms.  The other options seem to be applicable to S and C corporation returns.  KY Publication 1345 for tax year 2022 indicates on page 15 that "KY continues to accept state-only/unlinked returns for the 2022 tax year", that "state returns input separately from a previously filed federal return are eligible for state-only filing", and that "the federal data must be attached".  I'm wondering why the Lacerte tax software does not provide an option for a valid file name to allow the attachment of a PDF of the federal return.

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