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Level 1
February 20, 2025
Question

E-filing State Tax Returns When Attachment of Federal Return is Required

  • February 20, 2025
  • 2 replies
  • 10 views

Hello,

I’m looking for clarification on how ProSeries handles e-filing state tax returns when a copy of the federal return is required as an attachment.

In ProConnect Tax, the software automatically includes the other state tax return when needed and provides a diagnostic if a manual attachment is required. Does ProSeries function similarly when a federal return must be attached to a state return, or do we need to manually attach the federal return for each client?
It is very similar to this post, however for federal instead of state: https://accountants.intuit.com/support/en-us/help-article/multi-state-taxes/e-filing-state-tax-returns-attachment-state-return/L0sUbJ9Ij_US_en_US?srsltid=AfmBOopcbgiwhJPcdhfY1NKvgc3nyowDgH_QNtZCr2De_a27Cjitbj43 

Any insights on how ProSeries processes this would be greatly appreciated! 

Thanks!

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2 replies

IRonMaN
Level 15
February 21, 2025

It gets attached when needed.

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
February 21, 2025

If its required for YOU to attach a PDF of another state, you'll be prompted and a pop-up note will tell you what to do.

I have a MT client with a CA rental and MT requires me to attach a copy of CA to it before Efiling.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪