Section 1 - Forms Allowed as PDF
These directions are available only to Partnerships that e-file.
Note: If a new form is created late in the year as a result of legislative changes, and the software industry does not have time to enable the form in XML, then that particular form can be attached to the 1065/1065-B electronically filed return in PDF format.
Forms Allowed as PDF
The forms listed below may be attached to the XML portion of the electronic return as a PDF file based on the guidance listed below.
- Form 1128 – Application to Adopt, Change, or Retain a Tax Year
- Form 3115 – Application for Change in Accounting Method
- If filed with return, required in XML
- If previously filed, allowed as PDF
- Form 8283 – Noncash Charitable Contributions
- Required as XML unless
- Filing 10 or more forms OR
- 3rd party signature is required
- Required as XML unless
- Form 8621 – Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
- If filed with return, required in XML
- If received from a 3rd party, allowed as PDF
- Form 8716 – Election to Have a Tax Year Other Than a Required Tax Year
- Form 8832 – Entity Classification Election
- If filed with return, required in XML
- If previously filed, allowed as PDF
Page Last Reviewed or Updated: 2012-12-14
