---
title: How to Name State PDF Attachments for E-Filing
description: "Title: How to Name State PDF Attachments for E-Filing\nSummary: Find state PDF attachment naming requirements and when required attachments must be included when e-filing returns in K1x 990 Tracker.\nKey Actions: Find State Requirement → Name PDF → Upload Attachment → Validate E-File\nUpdated: 10/02/2026\nSource: K1x Resources and Knowledge Base"
---

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October 6, 2026

# How to Name State PDF Attachments for E-Filing

## This article explains how to name and upload state PDF attachments for electronic filing in K1x 990 Tracker. Some state e-file systems use the attachment's exact file name or description to identify required documents, so an incorrect name may cause the attachment to be treated as missing.

### For the full table please follow this link: [**State EFile Attachment Required Naming Convention**](https://k1x.atlassian.net/wiki/x/FoCoKg)

### Before You Begin

State attachment requirements vary by jurisdiction, return type, and information reported on the return. Before uploading a PDF, identify the applicable state return and confirm whether the condition in the **When Required** column applies.

For requirements not listed here, use the reference link on the **File Forms** screen, review the state's e-file handbook, or contact K1x Support.

 Upload and Name a State PDF Attachment

1. Navigate to **Review & File Forms \> E-file Attachments**.
2. Locate the applicable jurisdiction and return in the tables below.
3. Confirm that the condition under **When Required** applies to the return.
4. Rename the PDF using the required attachment name.
5. Upload the PDF to **E-file Attachments**.
6. Enter the required **Description**. When an exact file name is required, enter the same name without `.pdf` unless the state-specific requirement indicates otherwise.
7. Select the appropriate **Document Type**: 
     - **990** for Form 990, Form 990-EZ, or Form 990-PF.
     - **8453** for signature documents.
     - **Other** for other documents, including Form 990-T.
8. Run the e-file validation tool before submitting.

**Important:** When an exact file name is specified, preserve its spelling and capitalization. If you need to correct a file name after uploading it, delete the attachment, rename the PDF, and upload it again.

### State PDF Attachment Naming Requirements

The tables below reproduce the state-specific attachment requirements supplied for this article.

For the full table please follow this link: [**State EFile Attachment Required Naming Convention**](https://k1x.atlassian.net/wiki/x/FoCoKg)

### Alabama

### Form 20C — Corporation Income Tax Return

| Attachment | Required Attachment Name | When Required |
| --- | --- | --- |
| Separate Accounting Approval letter signed by the Commissioner of Revenue | `SeparateAccountingApproval.pdf` | `MultiStateCorpSepAcct` is populated |
| Subsidiary's separate 1120 pro forma prepared for Alabama | `AL1120Proforma.pdf` | `StateProforma` is populated |
| Federal Form 851, Affiliations Schedule | `Federal851.pdf` | `ConsolidatedFederalIndicator` is populated; does not apply to filing status 5 |
| Consolidated Income Spreadsheet | `ConsolidatedIncome.pdf` | `ConsolidatedFederalIndicator` is populated; does not apply to filing status 5 |
| Consolidated Balance Sheets by separate company | `ConsolidatedBalance.pdf` | `ConsolidatedFederalIndicator` is populated; does not apply to filing status 5 |
| Federal 1552(a)(1) working papers/statements | `1552a1.pdf` or `Statements.pdf` | Consolidated federal indicator is populated and the applicable net FIT deduction/refund is not zero |
| Form 2220AL | `Form2220AL.pdf` | `St2220AttachedIndicator` is populated |
| Detailed schedule of taxes from federal Form 1120, line 17 | `OtherTaxes.pdf` | `StateAndLocalIncomeTaxes` or `TaxRefunds` is populated |
| Page 1 of Alabama return for NOL year | `NOLYYYYAL20CPg1.pdf` | Schedule B NOL year is on or before 12/31/2019 |
| Other current assets | `OtherCurrentAssets.pdf` or `WksNetWorthStmts.pdf` | Applicable beginning- or end-of-year amount is populated |
| Other investments | `OtherInvestments.pdf` or `WksNetWorthStmts.pdf` | Applicable beginning- or end-of-year amount is populated |
| Other assets | `OtherAssets.pdf` or `WksNetWorthStmts.pdf` | Applicable Schedule F line 14b/14d amount is populated |
| Other current liabilities | `OtherCurrentLiabilites.pdf` or `WksNetWorthStmts.pdf` | Applicable Schedule F line 18b/18d amount is populated |
| Other liabilities | `OtherLiabilities.pdf` or `WksNetWorthStmts.pdf` | Applicable Schedule F line 21b/21d amount is populated |
| Shareholders' equity adjustments | `EquityAdjustment.pdf` or `WksNetWorthStmts.pdf` | Applicable Schedule F line 26b/26d amount is populated |
| Enterprise Zone Credit documentation | `EnterpriseZoneCredit.pdf` or `CreditStatements.pdf` | Enterprise Zone Credit is not zero |
| Basic Skills Education Credit certification | `BasicSkillsCert.pdf` or `CreditStatements.pdf` | Basic Skills Credit Allowed is populated |
| Port Credit certification | `PortCredit.pdf` | Port Credit Allowed is populated |
| Form KRCC received by entity | `KRCCReceived.pdf` | KRCC Received is populated |
| Federal Schedule 8949 | `FedSch8949OZ.pdf` | Schedule OZ Column C is transmitted and federal Form 8949 is not in the federal XML |

### Form 20C-C — Consolidated Corporate Income Tax Return

| Attachment | Required Attachment Name | When Required |
| --- | --- | --- |
| Federal Form 851 | `Federal851.pdf` | Every Form 20C-C return |
| Pages 1–5 of consolidated federal Form 1120 | `Consolidated1120.pdf` | Every Form 20C-C return |
| Consolidated Income Spreadsheet | `ConsolidatedIncome.pdf` | Every Form 20C-C return |
| Consolidated Balance Sheets | `ConsolidatedBalance.pdf` | Every Form 20C-C return |
| Form 20C-CRE | `AL20CCRE.pdf` | First consolidated return |
| Form 2220AL | `Form2220AL.pdf` | `St2220AttachedIndicator` is populated |
| Page 1 of Alabama return for NOL year | `NOLYYYYAL20CPg1.pdf` | Schedule B NOL year is on or before 12/31/2013 |

**Note:** The NOL date differs by return: Form 20C uses 12/31/2019, while Form 20C-C uses 12/31/2013.

### Alaska

### Forms 6000 and 6100

| Attachment | Required Attachment Name or Description | When Required |
| --- | --- | --- |
| Form 6385 | Attachment description must contain `6385` | Schedule A, line 2; Schedule J, line 9; or Schedule K, line 6 has a value and Form 6385 is not completed in the XML |
| Federal Form 7004 | Must contain `7004` in the attachment description/file name | **Federal extension** box is checked |

**Note:** These requirements apply to both **Form 6000** and **Form 6100**.

### California

| Return | Attachment | Required Attachment Name | When Required |
| --- | --- | --- | --- |
| Form 199 | Amended Return Statement | `Amended Return Statement` | Question B is **Yes** and the CA-AmendedReturnStatement XML document is not included |
| Form 109 | Amended Return Statement | `Amended Return Statement` | Question E is **Yes** and the CA-AmendedReturnStatement XML document is not included |

**Note:** The existing 990 Tracker guidance also identifies `IRS990ScheduleH.pdf` for IRS Form 990 Schedule H with California Form 109. For California Forms 109 and 199 generally, a Description is required.

### District of Columbia

### Form D-30

| Attachment | Required Attachment Name | When Required |
| --- | --- | --- |
| IRS Form 8996 or 8997 | File name begins with `IRS8996` or `IRS8997` | Line 22 is greater than zero and Form 8996/8997 is not in federal XML |
| Federal return and supporting schedules | File name begins with `IRS` followed by the form name, such as `IRS1065` | Every D-30 unless the federal return and schedules are sent as federal XML |
| DHCD rental housing credit certification | File name begins with `DHCD` | Schedule UB, line 17 is greater than zero |

### West Virginia

Because West Virginia has requirements across multiple returns, first identify the return being filed.

### Form CIT-120

| Attachment | Required Attachment Name | When Required |
| --- | --- | --- |
| First five pages of IRS Form 1120/pro forma | `IRS1120.pdf` or `IRSPro1120.pdf` | Entity Type **Corporation** |
| Schedule M-3 | `M-3.pdf` | When Schedule M-3 is required |
| IRS Form 990 | `IRS990.pdf` | Entity Type **Nonprofit** and Form 990 applies |
| IRS Form 990-T | `IRS990T.pdf` | Entity Type **Nonprofit** and Form 990-T applies |
| Federal Schedule D | `IRSScheduleD.pdf` | NRSR box is marked |
| Schedule EOTC-1 | `EOTC-1.pdf` | Credit claimed and schedule not in XML |
| Schedule EOTC-HTM | `EOTC-HTM.pdf` | See note below |
| Schedule MITC-1 | `MITC-1.pdf` | Credit claimed and schedule not in XML |
| Schedule RBIC | `RBIC.pdf` | Credit claimed and schedule not in XML |
| Form WV/AG-1 | `AG-1.pdf` | Credit claimed and form not in XML |
| Schedule L | `ScheduleL.pdf` | Credit claimed and schedule not in XML |
| Schedule J | `ScheduleJ.pdf` | Credit claimed and schedule not in XML |
| Schedule ATTC-1 | `ATTC-1.pdf` | Credit claimed and schedule not in XML |
| Schedule MPTAC-1 | `MPTAC-1.pdf` | Credit claimed and schedule not in XML |
| Schedule IMSTTC-1 | `IMSTTC-1.pdf` | Credit claimed and schedule not in XML |
| Schedule PCM-1 | `PCM-1.pdf` | Credit claimed and schedule not in XML |
| Schedule DNG-1 | `DNG-1.pdf` | Credit claimed and schedule not in XML |
| Schedule NGL-1 | `NGL-1.pdf` | Credit claimed and schedule not in XML |
| Schedule DSV-1 | `DSV-1.pdf` | Credit claimed and schedule not in XML |
| Schedule SAAM-1 | `SAAM-1.pdf` | Credit claimed and schedule not in XML |
| Schedule JSP-1 | `JSP-1.pdf` | Credit claimed and schedule not in XML |
| Schedule CIP | `CIP.pdf` | Credit claimed and schedule not in XML |
| Schedule OCF | `OCF.pdf` | Credit claimed and schedule not in XML |
| Motor Vehicle Property credit receipts | `MVReceipts.pdf` | Credit claimed and no MV-1 was issued |
| Schedule SB-1 | `SB-1.pdf` | Small Business Property credit claimed and Schedule SB-1 is not in XML |
| WV property tax receipts | `SB-1Receipts.pdf` | Small Business Property credit is claimed |

### Forms PTE-100 and EPT-100

The source includes additional requirements for these returns, including federal return attachments and credit schedules.

For **PTE-100**, federal-return naming includes:

- `IRS1120S.pdf` or `IRSPro1120S.pdf` for an S corporation.
- `IRS1065.pdf` or `IRSPro1065.pdf` for a partnership.
- `IRSScheduleD.pdf` when the NRSR box is marked.
- `IRS8996.pdf` when Schedule B, line 9 is not zero.

For **EPT-100**, attach the federal return matching the entity type on every return using:

- `IRS1120S.pdf`
- `IRSPro1120S.pdf`
- `IRS1065.pdf`
- `IRSPro1065.pdf`

Additional PTE-100 and EPT-100 credit attachments include `EOTC-1.pdf`, `EOTC-HTM.pdf`, `AG-1.pdf`, `ATTC-1.pdf`, `RBIC.pdf`, `ScheduleJ.pdf`, `PCM-1.pdf`, `DNG-1.pdf`, `NGL-1.pdf`, `DSV-1.pdf`, `SAAM-1.pdf`, `JSP-1.pdf`, `CIP.pdf`, `OCF.pdf`, `PVA-2.pdf`, `FIIA-TCS.pdf`, `MVReceipts.pdf`, `SB-1.pdf`, and `SB-1Receipts.pdf` when the corresponding conditions in the state requirement apply.

### Form IT-141

The supplied state requirements also contain attachment naming conventions for **IT-141**, including Schedule D and multiple state credit schedules. Examples include `IRSScheduleD.pdf`, `EOTC-PIT.pdf`, `RBIC-A.pdf`, `RBIC.pdf`, `AG-1.pdf`, `ScheduleJ.pdf`, `ATTC-1.pdf`, `PCM-2.pdf`, `DNG-2.pdf`, `NGL-2.pdf`, `DSV-1.pdf`, `SAAM-1.pdf`, `JSP-1.pdf`, `CIP.pdf`, `OCF.pdf`, `FIIA-TCS.pdf`, `PVA-2.pdf`, `MVReceipts.pdf`, and `SB-1Receipts.pdf`.

Most are required when the applicable credit is claimed and the corresponding schedule is not included in XML.

### Where to Attach Other Documents

Some documents should not be uploaded on the **E-file Attachments** page:

| Document | Where to Attach |
| --- | --- |
| Audited financial statements | Inside **Form 990, Part IV**, at the audited financial statements question using **Add Attachments** |
| Form 990-T with NC CD-405 | Select both forms in Step 1 of e-filing, then attach the 990-T forms in the **Signature Document** fields in Step 2 |
| Schedule O (Form 1120) and Form 8911 Schedule A with Form 990-T | **E-file Attachments** page as separate PDFs |
| Form 8453 signature documents | Upload using Document Type **8453** |
| State forms completed in 990 Tracker | No PDF is needed; complete the form in 990 Tracker |

### Troubleshooting Attachment Rejections

| Issue | Resolution |
| --- | --- |
| Schedule is reported as missing but is attached | Verify the required file name and Description, then resubmit |
| Attachment is missing a Description | Add the required Description |
| XML attachments do not match submission attachments | Delete the attachments, re-upload using valid names, and re-validate |
| `R0000-058-01` | Move audited financial statements inside **Form 990, Part IV** |
| Submission remains in the queue | Check the file name for extra periods or special characters, correct it, and re-upload |

### Before You Submit

- Confirm the correct state and return type.
- Confirm the attachment's **When Required** condition applies.
- Use the exact required attachment name or naming pattern.
- Confirm the Description meets the state's requirement.
- Select the correct **Document Type**.
- Confirm documents that belong elsewhere in 990 Tracker are not uploaded to the E-file Attachments page.
- Run the e-file validation tool and resolve attachment errors before submitting.

 

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