☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Mar 2, 2021 10:54:39 AM

Follow up mail requirements

Couple of questions in regards to ensure I properly comply with any follow up documents by mail.

  1. 1. The Federal Instructions only requests that I mail form 8453 along with copies of my 1099B details as I chose to summarize in my tax return. Do I need to provide the same information to the California? No mention in the State Instructions.
  2. 2. Past paper returns required a copy of my 1099-R with both my Federal & State returns... there was no mention of what is required with my electronic submission. What do I do with the 1099-Rs?

0 1 95
1 Replies
Expert Alumni
Mar 2, 2021 12:04:35 PM

The answers to your questions will be placed in the same order for you.

  1. No, you don't need to send the detail of your individual trade transactions to the State of CA.

    Related information:

  2. When filing by mail, any W-2, Form 1099-R or other documents only with federal withholding must be mailed with the tax return.  However when you use e-file, you keep all the documents in your tax files for future use, if needed.  Nothing gets mailed to the IRS with the exception of such things as your 1099-B details and a few other things.  

You can view the Form 8453 to see the check boxes for items that must be mailed after a tax return has been accepted through e-file.