TY12 Recommended Names for s Attached to 1040 MeF Submissions

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  • 7/28/2019 TY12 Recommended Names for PDF Files Attached to 1040 MeF Submissions

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    Tax Year 2012 Recommended Names for PDF Files Attached to 1040 MeF Submissions

    April 18, 2013 1

    Form/Schedule Source or Comment PDF file name(limited to 64 characters)

    Description of PDF Attachment

    Forms 1040, 1040A Form 1040 and 1040Ainstructions, Page 16, Children ofdivorced or separated parents.

    DivorceDecree.pdf Divorce Decree

    Forms 1040, 1040A Form 1040, 1040A, ScheduleEIC, and Form 2441 instructionsfor Social Security Numbers.

    BirthCertificate.pdf orDeathCertificate.pdf orHospitalMedicalRecords.pdf

    BirthCertificateDeathCertificateHospitalMedicalRecords

    Schedule A (Form1040)

    Instructions for Schedules A(Form 1040), Page A-6 OtherThan by Cash or Check.

    MotorVehicleBoatAirplaneContributionExcessOf500Statement.pdf

    Motor vehicle, boat or airplane contribution inexcess of $500 Statement.

    Schedule D (Form1040)

    Publication 550, "Sales of Stockto ESOPs or CertainCooperatives", "How to reportand postpone gain"

    QualifiedReplacementPropertyPurchaseStatement .pdf

    Qualified Replacement Property PurchaseStatement

    Schedule D (Form1040)

    Publication 550, Statement ofPurchase, Page 66, A notarizedstatement of purchasedescribing the qualified

    replacement property, date ofpurchase, and the cost of theproperty and declaring theproperty to be qualifiedreplacement property for thequalified stock you sold. Thestatement must have beennotarized no later than 30 days

    after the purchase. If you havenot yet purchased the qualifiedreplacement property, you mustattach the notarized statement ofpurchase to your income taxreturn for the year following theelection year (or the election willnot be valid).

    StatementOfPurchase.pdf Statement of Purchase

    Schedule D (Form

    1040)

    Publication 550, Page 65, "Sales

    of Stock to ESOPs or CertainCooperatives", "How to reportand postpone gain"

    ESOPOrCoopStockPurchaseConsent.

    pdf

    ESOP or Coop Stock Purchase Consent

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    Tax Year 2012 Recommended Names for PDF Files Attached to 1040 MeF Submissions

    April 18, 2013 2

    Form/Schedule Source or Comment PDF file name(limited to 64 characters)

    Description of PDF Attachment

    Form 2210 2210 Instructions, Waiver ofPenalty Document showingretirement date (and age on thatdate) or date became disabled.

    RetirementDocumentation.pdfDisabilityDocumentation.pdf Retirement Documentation DisabilityDocumentation

    Form 2210 2210 Instructions, Waiver ofPenalty Copies of police reportsor insurance company reports

    PoliceReport.pdf InsuranceReport.pdf Police Report Insurance Report

    Form 2848 Power Of Attorney (note: thisform will not be processed withthe electronic submissionSeeinstructions For Form 2848 onwhere to file with IRS)

    PowerOfAttorney.pdf Power of Attorney

    Form 3115 Form 3115 Instructions Form3115.pdf Form 3115 Change in Accounting Method

    Form 4684 Form 4684 Instructions, LossesFrom Ponzi-Type InvestmentSchemes

    RevenueProcedure2009-20 Revenue Procedure 2009-20 Appendix A

    Form 8283 Page 2 of this form has signaturerequirements so it will beaccepted as a PDF attachment

    Form8283.pdf Form 8283 Signature Document

    Form 8283 8283 Instructions, Page 3Easements on buildings inhistoric districts

    HistoricPropertyAppraisal.pdfPhotograph.pdfDevelopementRestrictionDescription.pdf

    Historic Property Appraisal PhotographDevelopment Restriction Description

    Form 8283 8283 Instructions, Page 3

    Qualified Vehicle Donations -Contemporaneous writtenacknowledgement received fromdonee organization

    DoneeOrganizationContemporaneous

    WrittenAcknowledgement.pdf

    DoneeOrganizationContemporaneousWritten

    Acknowledgement (must be the beginning ofthe Description)

    Form 8283 8283 Instructions, Page 3Qualified Vehicle Donations Form1098-C, copy B

    Form1098C.pdf Form1098C (must be the beginning of theDescription

    Form 8283 Business Rule SA-F1040-0038283 Instructions, Page 5 Artvalued at $20,000 or more

    ArtAppraisal.pdf Art Appraisal (must be the beginning of theDescription)

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    Tax Year 2012 Recommended Names for PDF Files Attached to 1040 MeF Submissions

    April 18, 2013 3

    Form/Schedule Source or Comment PDF file name(limited to 64 characters)

    Description of PDF Attachment

    Form 8283 8283 Instructions, Deduction ofmore than $500,000 QualifiedAppraisal.pdf Qualified Appraisal

    Form 8332 Form 8332 has a signaturerequirement so the form will beaccepted as a PDF attachment

    Form8332.pdf Form 8332 Release of Exemption

    Form 8885 Form 8885 Line 2 instructions Form8885RequiredDocuments.pdf Form 8885 Required Documents

    Form 8949 Instructions for Form 8949 Page2 Exception to reporting eachtransaction on a separate row.Instead of reporting each of yourtransactions on a separate row ofline 1 of Form 8949, you canreport them on an attachedstatement containing all the sameinformation as Form 8949 and ina similar format.

    Form8949ExceptionReportingStatement.pdf

    Form 8949 Exception to reporting