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The_AntiTax_Man
Level 7
October 21, 2024
Question

ProSeries, Federal 1040 software "Attach PDF File..." is not working

  • October 21, 2024
  • 3 replies
  • 12 views

 

ProSeries, Federal 1040 software "Attach PDF File..." is not working today.  I have used the "Attach PDF File..." feature on previous returns without a problem.  Today the PDF will not attach.  Is this a program bug after the last ProSeries 1040 update?

This topic has been closed for replies.

3 replies

The_AntiTax_Man
Level 7
October 21, 2024

@IntuitGabi  I can "Attach PDF Files..." in the ProSeries Iowa state software just fine.  But, I cannot "Attach PDF Files..." in the ProSeries 1040 software.

 

The_AntiTax_Man
Level 7
October 21, 2024

Can the other ProSeries Professional1040 software users on this board please run a test trial using their 2023 ProSeries 1040 software program to see if you are able to attach a PDF?

From the E-File pulldown menu; "Attach PDF Files..."; "Add Attachment" 

Then report back here if you are able or are unable to complete a PDF Attachment.

Thank you for your assistance.

 

Intuit Community Champion
October 21, 2024

Be sure not to use the word form in the description of the pdf you are attaching IE: you are attaching form 1116. In the description just use 1116 not form 1116. 

Level 7
October 21, 2024

Hello @The_AntiTax_Man  did you already reach out to our support team to have them take a look into this for you? 

The_AntiTax_Man
Level 7
October 22, 2024

@Intuit_Ruben  Yes, I called Intuit Support and got low level support.  I had already tried most of what she suggested that I try.  She is not allowed to escalate to higher level Support.  I thanked her for her time and got the case number:

Date: 2024-10-21
Agent: Precious
Case Number: ******

Can you get me into contact with a higher level of support?

Just-Lisa-Now-
Intuit Community Champion
October 22, 2024

ok, so where does it get "stuck" at?  You choose a PDF but nothing happens?  How large is the file size?   What are you attaching, does it really need to be attached (a human doesnt view the attached files)?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 3
October 22, 2024

Hi,

Are you trying to attach pdf to a 1040 federal or any specific 1040 state.

Did you try from ef center as well as open return..?

The_AntiTax_Man
Level 7
October 22, 2024

@BhumaL  I am unable to attach a pdf in the PS23 Federal 1040 module.  I am able to attach a pdf in the PS23 Iowa module for the same client.

The result is the same, the pdf fails to attach from within the open client return and it fails from the EF Center.  

Upon further testing I am NOT able to attach a pdf to other clients returns in the PS23 Federal 1040 module.

 

 

The_AntiTax_Man
Level 7
October 23, 2024

It turns out that the problem was not with the PS23 1040 tax software.  The problem was that the pdf that I was trying to attach to the client's return had become corrupted.  I have never experienced a corrupted pdf in the past, so I did not consider it as a possibility.  

Thank you @1569  for having an experienced Intuit troubleshooter call me to help solve the problem over the phone.  I did not catch his name, but he is the real deal!