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Returning Member
posted Apr 5, 2020 1:29:01 PM

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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2 Best answers
Expert Alumni
Apr 5, 2020 1:43:03 PM

Yes. A complete copy of your Federal return. 

That means all forms and schedules, but not worksheets.

Expert Alumni
Apr 5, 2020 2:17:25 PM

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

10 Replies
Expert Alumni
Apr 5, 2020 1:43:03 PM

Yes. A complete copy of your Federal return. 

That means all forms and schedules, but not worksheets.

Returning Member
Apr 5, 2020 1:47:39 PM

The other forms as well that go with federal?

Intuit Alumni
Apr 5, 2020 1:50:29 PM

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.  

Returning Member
Apr 5, 2020 2:08:21 PM

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

Expert Alumni
Apr 5, 2020 2:17:25 PM

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

Returning Member
Apr 5, 2020 2:35:54 PM

Thanks to all experts :o))

Intuit Alumni
Apr 5, 2020 2:40:23 PM

You are welcome!

Returning Member
Apr 5, 2020 2:49:48 PM

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

Returning Member
Apr 5, 2020 3:08:59 PM

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

Expert Alumni
Apr 6, 2020 10:39:34 AM

@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.