Each Form 5330 includes its own Attachments link. To add an attachment, simply select the link located directly below the specific Form 5330.
The MeF system permits only specific types of attachments, which are listed below:
Attachment Name | File Type |
Amended Return Changes | CSV |
Form 8822-B | |
Prohibited Transactions Correction Statement | |
Prohibited Transactions No Correction Statement | CSV |
*Please note, attachments cannot be password protected. | |
Additionally, two unique attachments are either system-generated or must be entered manually in the Attachments screen:
- Reasonable Cause Explanation: Must be typed directly into the attachment window. The software will convert the data into the required XML format automatically.
- Form 8453-TE: Automatically generated and attached by the software when the form is filed.
Uploaded attachments can be viewed by clicking the magnifying glass icon in the FINAL column of the specific 5330.
