When filing a California state return by mail, is it necessary to a copy of W-2's and 1099's.? If so, where do they get attached?

Forum|Forum|7 years ago
June 5, 2019
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TomK2023

Level 15

What to attach to your California state return will be listed in your filing instructions that print put with your return.

"Other than Schedule A (Form 1040) or Schedule B (Form 1040), did you attach any federal forms or schedules to your federal Form 1040?

If No, do not attach a copy of your federal Form 1040 return to Form 540.

If Yes, attach a copy of your federal Form 1040 return and all supporting federal forms and schedules to Form 540.

Exception: If you did not itemize deductions on your federal tax return but will itemize deductions on your California tax return, complete and attach a copy of the federal Schedule A (Form 1040) to Form 540.

Attach all the Form(s) W-2 and W-2G you received to the lower front of your tax return. Also, attach any Forms(s) 1099, 592-B, and 593 showing California income tax withheld."

Ca=540 Instructions (pg. 19): https://www.ftb.ca.gov/forms/2017/17_540bk.pdf

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TerryA

Level 8

Enclose those forms mentioned in front of your Form 540 but DO NOT staple or paper-clip them to it.

jilogan

Level 2

The California State Filing Instructions specifically state to attach W-2, W-2G, 1099, 592-B, and 593 showing California income tax withheld to the lower part of page one of form 540.

It is when you have to pay taxes, the check is the item that isn't supposed to be attached.

AmyC

Level 15

2020 Personal Income Tax Booklet | California Forms page 20 shows how your forms should be handled. Your broker should have sent you all the 1099's on that consolidated page. All 1099 forms must go with your return.

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