990 E-file: Reviewing Attachments

The most common attachment for a 990 return is the 8453-EO. Form 8453-EO shall be completed and signed by all required parties and then scanned into a PDF document and inserted into the electronic return as a binary attachment.

  1. Navigate to E-file > Return > Attachments > PDF Attachments > Summary.

  2. You may add other attachments. For a complete list, please check the Binary Attachment List, located by clicking the indicated hyperlink on the screen.

For more information on attachments, see 990 E-file: Appendix C - Attachments.

Selecting Binary Attachments for the E-file

  1. Navigate to E-file > Return > Attachments > PDF Attachments > Summary.
  2. Click the Attach PDF button.
  3. In the Attachment Related To field, select Federal. State attachments are not allowed at this time.
  4. Browse to select a PDF file.
  5. When you select the PDF file, the Description field will automatically show the PDF file name. You cannot change the TTA Filename field.
  6. To delete attachments, select Delete Attachment.
  7. When all attachments are added or deleted, select OK.
  8. For informational purposes, you may enter details about the attachments.
  9. Return to the e-file process.

Adding General Dependencies

You may add General Dependencies to the e-file as follows:

  1. Navigate to E-file > Return > Attachments > General Dependencies > Add General Dependency.

  2. Enter the form line or instruction reference.
  3. Enter the explanation for the general dependency.

 

 

 

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Last Modified: 02/17/2020

Last System Build: 09/13/2021

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