To substantiate a VIN on Form 8936 using a PDF, follow this process:
- Prepare documentation: Ensure your PDF includes the vehicle’s VIN and supporting details (e.g., sales documents, Form 15400, or VIN verification statement).
- Tax software attachment:
- If using tax software like TaxSlayer Pro, navigate to the PDF attachment section for Form 8936 and upload the file directly.
- For TurboTax or similar platforms, use the document upload feature (often labeled “Attach Statements” or “Supporting Documents”) during the Form 8936 completion process.
- IRS submission: Attach the PDF electronically when e-filing your tax return. For mailed returns, print the PDF and include it with your Form 8936.
Note: The IRS specifically requires the VIN on Form 8936 (line 2 of Schedule A), but additional substantiation via PDF may involve attached forms like Form 15400 or purchase agreements. Check software-specific guides for attachment workflows.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/what-is-the-process-for-uploading-a-pdf-to-substantiate-a-vin-on-form-8936/
