Article: 50585
Overview
In some cases, you may be required—or choose—to attach supporting documentation (e.g., certifications, statements, explanations) to your Missouri tax return. If the software or specific tax forms do not prompt you to upload these files directly, you can use the MO – Optional PDF E-file Attachments form to submit your attachments with your return.
When to Use This Form
Use this form when:
- You are instructed to attach supporting documentation to your Missouri return but do not see a specific upload prompt in your software.
- You wish to include optional documentation for clarification, verification, or compliance (e.g., waiver requests, landlord certifications, explanations for override entries).
- You want to proactively include documents that might help avoid a DOR follow-up.
Note: W-2s, 1099s, and other routine income forms are not required to be attached unless specifically requested.
Managing Your Attachments
- After saving the form, go to the My Return tab on the left sidebar.
- Click Manage Attachments to:
- View, edit, or delete existing attachments.
- Verify that the PDFs are properly linked before submitting your return.
How to Report
- Navigate to the State Taxes section on the left-hand side of the screen.
- Click the link: I’d like to see the forms I’ve filled out or search for a form.
- In the dropdown menu, select Missouri.
- Click on the General tab.
- Select Optional PDF E-file Attachments to open the screen.
- For each document you wish to attach, enter the following:
- Reference Source: A brief internal note (e.g., “MO-PTS Schedule,” “Form 2210 Explanation”) to identify which part of the return the attachment supports.
- Description: A clear and concise label (e.g., “Pension Income Source Statement”).
- Filename: A short, descriptive name for the PDF file (must end with .PDF).
- After entering all required data, scroll to the bottom of the form and click “Save.”
Example:
- Reference Source: MO-CRP (Rent Certificate)
- Description: Certification of Rent Paid for 123 Main St.
- Filename: MOCRP_123MainStreet.PDF
Additional Resources
For more information, see: