Article: 50486

Overview 

In certain cases, you may be required or advised to include supporting documents with your NJ-1040 return, such as explanations, verification letters, or documents related to specific credits, deductions, or adjustments. To submit these electronically, use the Optional PDF Attachments form within your New Jersey 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 

1. Navigate to the State Taxes section on the left-hand side of the screen. 

2. Click the link: I’d like to see the forms I’ve filled out or search for a form. 

3. In the dropdown menu, select New Jersey. 

4. Click on the General tab. 

5. Select Optional PDF Attachments to open the screen. 

6. For each document you wish to attach, enter the following: 

• Reference Source: A brief internal note (e.g., “Form NJ-2210 Waiver Explanation”) to identify which part of the return the attachment supports. 

• Description: A clear and concise label (e.g., “Letter explaining estimated payment delay”). 

• 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. 

• Upload the document. Ensure the file is in .PDF format and is labeled clearly. 

Example: 

1. Reference Source: Form NJ-2210 Waiver Explanation 

2. Description: Letter explaining estimated tax payment delay. 

3. Filename: NJ2210_EstimatedPaymentExplanationWaiver.PDF 

Best Practices 

• Do not upload documentation unless you are specifically required or prompted to do so. 

• If possible, combine related pages into one PDF per upload to keep your filing clean. 

• Make sure files are legible, unencrypted, and under size limits if specified by your software or the NJ Division of Taxation.