To attach a binary/PDF attachment for VIN substantiation when encountering IRS reject code SA-F8936-030, follow these steps based on tax software guidance:
Steps to Attach Documentation
- Verify VIN Accuracy
Double-check the VIN entered on Form 8936 (or equivalent screen like 936A) matches the vehicle’s documentation exactly. - Prepare Documentation
Obtain a copy of the Form 15400 (Clean Vehicle Seller Report) from the dealer or similar document showing the VIN, eligibility criteria, and sale details. Save it as a PDF. - Upload in Tax Software
- TaxSlayer Pro: Go to the Form 8936 menu and upload a PDF with a filename starting with “Substantiate VIN” (e.g., “Substantiate VIN – [VIN].pdf”).
- Drake Tax: Use the PDF attachment screen, upload the document, and set the description to “Substantiate VIN”.
- Other Software: Look for an “e-File Attachments” or “Binary Attachments” section to upload the PDF.
- Resubmit the Return
Recalculate the return and retransmit it after attaching the document.
Key Notes
- Naming Convention: Filename/description must include “Substantiate VIN” to pass IRS validation.
- Form 15400: The dealer-provided report is ideal for substantiation.
- Paper Filing Alternative: If e-filing fails, print the return, include the PDF, and mail it to the IRS.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/how-do-i-attach-a-binary-attachment-to-substantiate-the-vin/
