DMarkM1
Expert Alumni

State tax filing

It depends.  Generally, only forms and schedules need to be attached; no worksheets.  Below are the CA instructions for attachments.  

 

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

 

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

 

If Yes, attach a copy of your federal Form 1040 or 1040-SR 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.

 

Do not attach any documents to your tax return unless specifically instructed. This will help us reduce government processing and storage costs."

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