topic Copy of Federal Return into the CA state tax filing in State tax filing

Copy of Federal Return into the CA state tax filing

Alexp-400 — Sun, 05 Apr 2020 20:29:01 GMT

In my file by mail instructions for 2019 CA Tax Return says that I have to attach a copy of my federal return. Should I include my 1040 to CA tax return?

Re: Copy of Federal Return into the CA state tax filing

KrisD15 — Sun, 05 Apr 2020 20:43:52 GMT

Yes. A complete copy of your Federal return.

That means all forms and schedules, but not worksheets.

Re: Copy of Federal Return into the CA state tax filing

Alexp-400 — Sun, 05 Apr 2020 20:47:39 GMT

The other forms as well that go with federal?

Re: Copy of Federal Return into the CA state tax filing

KarenM90 — Sun, 05 Apr 2020 20:50:29 GMT

Anything has a Form Number at the top, or says it is a Schedule, needs to be included.

The informational instructions, Tax Summaries, and anything called a Worksheet does not.

Re: Copy of Federal Return into the CA state tax filing

Alexp-400 — Sun, 05 Apr 2020 21:08:21 GMT

Does1040 should have my signature on it when will be attached to the CA state?

Re: Copy of Federal Return into the CA state tax filing

JohnW222 — Sun, 05 Apr 2020 21:17:25 GMT

The 2019 540 Forms and Instructions Personal Income Tax Booklet does not specify that your attached federal return needs to be signed.

Re: Copy of Federal Return into the CA state tax filing

Alexp-400 — Sun, 05 Apr 2020 21:35:54 GMT

Thanks to all experts :o))

Re: Copy of Federal Return into the CA state tax filing

KarenM90 — Sun, 05 Apr 2020 21:40:23 GMT

You are welcome!

Re: Copy of Federal Return into the CA state tax filing

Alexp-400 — Sun, 05 Apr 2020 21:49:48 GMT

The attached forms per CA Tax instructions such as 1099s, 592-B and 593 should be originals or copies?

Re: Copy of Federal Return into the CA state tax filing

Alexp-400 — Sun, 05 Apr 2020 22:08:59 GMT

How about 1099-G? On the Report of State Income Tax Refund is the statement do not attach with my Tax Return.

Re: Copy of Federal Return into the CA state tax filing

JohnW222 — Mon, 06 Apr 2020 17:39:34 GMT

@Alexp-400

The instructions don’t specify original 1099s, 592-B or 593, but the language “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” suggests originals, rather than copies.

There’s no indication that Form 1099-G needs to be attached.