I am filing state tax by mail. Turbo Tax says:
Attach the following to your California tax return:
I am not sure which "1099s" to include. I have 1099-R, 1099-Int & 1099G. or is it referring to "1099-s" which is not applicable for me.
Sho
A "1099" is any and all of 1099-INT, 1099-DIV, 1099-R, 1099-anything. So if you have any "1099-whatever's" with Calif withholding on it then attach it. Don't attach a 1099 that doesn't have Calif withholding because that annoys the return processing folks at the Franchise Tax Board.
A "1099" is any and all of 1099-INT, 1099-DIV, 1099-R, 1099-anything. So if you have any "1099-whatever's" with Calif withholding on it then attach it. Don't attach a 1099 that doesn't have Calif withholding because that annoys the return processing folks at the Franchise Tax Board.
Thanks TurboTaxTerry..
And how do I know if a 1099 has CA withholding?
You have to look around on the 1099: On a 1099-INT it would be in Boxes 15-17; 1099-R Boxes 12 & 13; 1099-G Boxes 10a, 10b & 11. If they existed you should have entered those into their entry screens in TT/Federal.
If the withhold number is 0 in 1099-INT, do I still need to print and attach it?
i wondered about that too, and the weird part was that they didn't want me to include my w2. i think that this is a mistake on the software part of turbo tax. i have an exemption but i also have a job where i paid taxes. don't i get credit or refund for my withholding from my non-exemption job?
Yes, you are required to attach a copy of your W-2 forms, whether they show state tax withheld or not.
You are not required to attach any 1099 forms where the state tax is $0 or blank. Click here for more.