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Follow up mail requirements
Couple of questions in regards to ensure I properly comply with any follow up documents by mail.
- 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. 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?
March 2, 2021
10:54 AM