Skip to main content
Level 1
April 20, 2020
Question

Filing california tax by mail

  • April 20, 2020
  • 1 reply
  • 4 views

If I submit federal tax though efile and california state 540 by mail, do I have to attach federal tax forms?

Printed turbotax forms indicate - Do not attach federal return

However,  FTB ( https://www.ftb.ca.gov/file/ways-to-file/paper/index.html ) indicates

Attach a copy of your federal return (if not using form 540 2EZ)

 

Which one is true for 2020?

 

 

    1 reply

    VolvoGirl
    Level 15
    April 20, 2020

    My notes say....(they might be old since there are new federal schedules 1-3 now)

     

    540 Instructions page 20 say

    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.

    VolvoGirl
    Level 15
    April 20, 2020

    Yes it still says that.  Scroll way down to the bottom for Filing your Return

    https://www.ftb.ca.gov/forms/2019/2019-540-booklet.html#Instructions-for-Form-540