Appendix D-1 - Recommended Names for PDF Files Attached to 1040 E-file Submissions
| Form/Schedule | Source or Comment | PDF file name (limited to 64 characters) | Description of PDF Attachment |
|---|---|---|---|
| Forms 1040, 1040A | Form 1040 and 1040A instructions, Page 16, Children of divorced or separated parents. | DivorceDecree.pdf | Divorce Decree |
| Forms 1040, 1040A | Form 1040, 1040A, Schedule EIC, and Form 2441 instructions for Social Security Numbers. | BirthCertificate.pdf or DeathCertificate.pdf or HospitalMedicalRecords.pdf | BirthCertificate DeathCertificate HospitalMedicalRecords |
| Schedule A (Form 1040) | Instructions for Schedules A (Form 1040), Page A-6 Other Than by Cash or Check. | MotorVehicleBoatAirplaneContribution ExcessOf500Statement.pdf | Motor vehicle, boat or airplane contribution in excess of $500 Statement. |
| Schedule D (Form 1040) | Publication 550, "Sales of Stock to ESOPs or Certain Cooperatives", "How to report and postpone gain" | QualifiedReplacementPropertyPurchas eStatement.pdf | Qualified Replacement Property Purchase Statement |
| Schedule D (Form 1040) | Publication 550, “Statement of Purchase”, Page 66, A notarized “statement of purchase” describing the qualified replacement property, date of purchase, and the cost of the property and declaring the property to be qualified replacement property for the qualified stock you sold. The statement must have been notarized no later than 30 days after the purchase. If you have not yet purchased the qualified replacement property, you must attach the notarized “statement of purchase” to your income tax return for the year following the election year (or the election will not be valid). | StatementOfPurchase.pdf | Statement of Purchase |
| Schedule D (Form 1040) | Publication 550, Page 65, "Sales of Stock to ESOPs or Certain Cooperatives", "How to report and postpone gain" | ESOPOrCoopStockPurchaseConsent.pdf | ESOP or Coop Stock Purchase Consent |
| Form 2210 | 2210 Instructions, Waiver of Penalty Document showing retirement date (and age on that date) or date became disabled. | RetirementDocumentation.pdf DisabilityDocumentation.pdf | Retirement Documentation Disability Documentation |
| Form 2210 | 2210 Instructions, Waiver of Penalty Copies of police reports or insurance company reports |
PoliceReport.pdf |
Police Report Insurance Report |
| Form 2439 | May only be used by taxpayers required to e-file. See "Directions to e-File" when 2439 was received from a third party. | Form2439.pdf | Form 2439 |
| Form 2848 | Power Of Attorney (note: this form will not be processed with the electronic submission. See instructions For Form 2848 on where to file with IRS) | PowerOfAttorney.pdf | Power of Attorney |
| Form 3115 | Form 3115 Instructions | Form3115.pdf | Form 3115 Change in Accounting Method |
| Form 8283 | Page 2 of this form has signature requirements so it will be accepted as a PDF attachment | Form8283.pdf | Form 8283 Signature Document |
| Form 8283 | 8283 Instructions, Page 3 Easements on buildings in historic districts |
HistoricPropertyAppraisal.pdf Photograph.pdf DevelopementRestrictionDescription.pdf | Historic Property Appraisal Photograph Development Restriction Description |
| Form 8283 | 8283 Instructions, Page 3
Qualified Vehicle Donations - Contemporaneous written acknowledgement received from donee organization |
DoneeOrganizationContemporaneous WrittenAcknowledgement.pdf | DoneeOrganizationContemporaneousWritten Acknowledgement (must be the beginning of the Description) |
| Form 8283 | 8283 Instructions, Page 3
Qualified Vehicle Donations Form 1098-C, copy B |
Form1098C.pdf | Form1098C (must be the beginning of the Description |
| Form 8283 | Business Rule SA-F1040-003 8283 Instructions, Page 5 Art valued at $20,000 or more | ArtAppraisal.pdf | Art Appraisal (must be the beginning of the Description) |
| Form 8283 | 8283 Instructions, Deduction of more than $500,000 | QualifiedAppraisal.pdf | Qualified Appraisal |
| Form 8332 | Form 8332 has a signature requirement so the form will be accepted as a PDF attachment | Form8332.pdf | Form 8332 Release of Exemption |
| Form 8621 | Only for TY2013. Taxpayers may attach the Form 8621 as a PDF only when they need to have more than five Form 8621 attached to the return. | Form8621ExcessOfFive.pdf | Form 8621 |
| Form 8885 | Form 8885 Line 2 instructions | Form8885RequiredDocuments.pdf | Form 8885 Required Documents |
| Form 8938 | MeF will accept Form 8938 as PDF only for TY2011. | Form8938.pdf | Form 8938 (must be the beginning of the Description) |
| Form 8949 |
Instructions for Form 8949 Page 2 Exception to reporting each transaction on a separate row. Instead of reporting each of your transactions on a separate row of line 1 of Form 8949, you can report them on an attached statement containing all the same information as Form 8949 and in a similar format. |
Form8949ExceptionReportingStateme nt.pdf | Form 8949 Exception to reporting |
E-file/1040_ef_app_d1_pdf_filenames.htm/TY2020
Last Modified: 08/08/2019
Last System Build: 09/13/2021
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