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Alexp-400
Returning Member

Copy of Federal Return into the CA state tax filing

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?

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KrisD15
Expert Alumni

Copy of Federal Return into the CA state tax filing

Yes. A complete copy of your Federal return. 

That means all forms and schedules, but not worksheets.

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JohnW222
Expert Alumni

Copy of Federal Return into the CA state tax filing

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

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10 Replies
KrisD15
Expert Alumni

Copy of Federal Return into the CA state tax filing

Yes. A complete copy of your Federal return. 

That means all forms and schedules, but not worksheets.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"
Alexp-400
Returning Member

Copy of Federal Return into the CA state tax filing

The other forms as well that go with federal?

KarenM90
Intuit Alumni

Copy of Federal Return into the CA state tax filing

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.  

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Alexp-400
Returning Member

Copy of Federal Return into the CA state tax filing

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

JohnW222
Expert Alumni

Copy of Federal Return into the CA state tax filing

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

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Alexp-400
Returning Member

Copy of Federal Return into the CA state tax filing

Thanks to all experts :o))

KarenM90
Intuit Alumni

Copy of Federal Return into the CA state tax filing

You are welcome!

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Alexp-400
Returning Member

Copy of Federal Return into the CA state tax filing

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

Alexp-400
Returning Member

Copy of Federal Return into the CA state tax filing

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

JohnW222
Expert Alumni

Copy of Federal Return into the CA state tax filing

@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.

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