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 |
|---|---|---|---|
| Form 1040 | Form 1040 instructions, Page 16, Children of divorced or separated parents. | DivorceDecree.pdf | Divorce Decree |
| Form 1040 | Form 1040, Schedule EIC, and Form 2441 instructions for Social Security Numbers. | BirthCertificate.pdf or DeathCertificate.pdf or HospitalMedicalRecords.pdf | BirthCertificate
DeathCertificate HospitalMedicalRecords |
| Form 1040 | Section 1061 regulations for the Form 1040 | Section1061Recharacterizationamount.pdf Section1061oneyeardispositionamount.pdf Section1061threeyeardispositionamount.pdf |
Section 1061 Recharacterization amount Section 1061 one year disposition amount Section 1061 three year disposition amount |
| Form 1040 | Revenue Procedure 2021-48 for the Form 1040 | RP2021-48.pdf | Tax exempt income per Rev. Proc. 2021-48 |
| Schedule A (Form 1040) | If you are claiming a refund on behalf of a deceased taxpayer as a court appointed personal representative filing an original Form 1040, 1040-SR, or 1040-NR, attach the court certificate showing your appointment to the return. | PersonalRepresentativeCourtCertificate.pdf | Personal Representative Court Certificate |
| Form 1118 Schedule L | 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 1310 | Form 1310, Part II, Line 3, If you answered "No" to 3, a refund cannot be made until you submit a court certificate showing your appointment as personal representative or other evidence that you are entitled under state law to receive the refund. | personalrepresentativecourtcertificate.pdf | Personal Representative Court Certificate |
| 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 5471 Schedule E | Form 5471 instructions, Schedules E and H are now separate schedules (no longer part of the base Form 5471) because these schedules must now be completed separately for each applicable category of income. Will be accepted as a PDF attachment. | Form5471ScheduleE.pdf | Form 5471 Schedule E |
| Form 5471 Schedule H | Form 5471 instructions, Schedules E and H are now separate schedules (no longer part of the base Form 5471) because these schedules must now be completed separately for each applicable category of income. Will be accepted as a PDF attachment. | Form5471ScheduleH.pdf | Form 5471 Schedule H |
| Form 5471 Schedule I-1 | Form 5471 instructions, Separate Schedule I- 1 is new. Will be accepted as a PDF attachment. | Form5471ScheduleI-1.pdf | Form 5471 Schedule I-1 |
| Form 56 | Form 56 instructions, boxes 1a and/or 1b requests attachment if checked. | CurrentLettersTestamentary.pdf | Current letters testamentary |
| Form 56 | Form 56 instructions, boxes 1a and/or 1b requests attachment if checked. | CourtCertificate.pdf | Court Certificate |
| Form 5884-A | Form 3800 Instructions, Part III Line 1aa, and Business Rules F3800-295-02 and F3800 296-02. | Form5884A.pdf | Form5884A |
| Form 7203 | MeF will accept Form 7203 as PDF only for Tax Year 2021. | Form7203.pdf | Form 7203 |
| Form 8082 | Page 1 of this form has signature requirements. Business Rules 8082-006 and 8082-007 require this PDF attachment. | Form8082.pdf | 8082 Signature Document |
| 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 Qualified Vehicle Donations - Contemporaneous written acknowledgement received from donee organization | HistoricPropertyAppraisal.pdf Photograph.pdf DevelopementRestrictionDescription.pdf | Historic Property Appraisal Photograph Development Restriction Description |
| Form 8283 | 8283 Instructions, Page 3 Easements on buildings in historic districts | DoneeOrganizationContemporaneousWritten Acknowledgement.pdf | Donee Organization Contemporaneous Written 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-F1040-003-02, Form 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 8830 | Form 8830 Instructions, Part III, Line 1zz and Business Rules F3800-333 and Form 3800-336. | Form8830.pdf | Form 8830 |
| 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 8865 Schedule K-2 | MeF will accept Schedule K-2 (Form 8865) as PDF for TY2021. The returns may include more than one 8865 Schedule K-2 and it might be needed to include multiple instances of PDF 8865 Schedule K-2. The PDF file name should start with the value "Form8865ScheduleK2". | Form8865ScheduleK2.pdf | Form 8865 Schedule K-2 |
| Form 8865 Schedule K-3 | MeF will accept Schedule K-3 (Form 8865) as PDF for TY2021. The returns may include more than one 8865 Schedule K-3 and it might be needed to include multiple instances of PDF 8865 Schedule K-3. The PDF file name should start with the value "Form8865ScheduleK3". | Form8865ScheduleK3.pdf | Form 8865 Schedule K-3 |
| Form 8885 | Form 8885 Line 2 instructions | Form8885RequiredDocuments.pdf | Form 8885 Required Documents |
| Form 8904 | Form 8904 Instructions, Part III, Line 1zz and Business Rules F3800-333-01 and Form 3800-334-01 | Form8904.pdf | Form 8904 |
| Form 8915-B | MeF will accept Form 8915-B as PDF only. | Form8915B.pdf | Form 8915-B (must be the beginning of the Description) |
| Form 8915-C | MeF will accept Form 8915-C as PDF only. | Form8915C.pdf | Form 8915-C (must be the beginning of the Description) |
| Form 8915-D | MeF will accept Form 8915-D as PDF only. | Form8915D.pdf | Form 8915-D (must be the beginning of the Description) |
| Form 8915-F | MeF will accept Form 8915-F as PDF only. | Form8915F.pdf | Form 8915-F (must be the beginning of the Description) |
| 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. |
Form8949ExceptionReportingStatement.pdf | Form 8949 Exception to reporting |
| Form 8962 | MeF will accept binary attachment with Description "ACA Explanation" as a PDF only. Business Rule F8962-070 | ACAExplanation.pdf | ACA Explanation |
E-file/1040_ef_app_d1_pdf_filenames.htm/TY2021
Last Modified: 01/26/2022
Last System Build: 08/30/2022
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