Copy of Federal Return into the CA state tax filing

[Alexp-400]

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?

[KrisD15 · Accepted solution]

Yes. A complete copy of your Federal return. 

That means all forms and schedules, but not worksheets.

[Alexp-400]

The other forms as well that go with federal?

[KarenM90]

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.  

[Alexp-400]

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

[JohnW222 · Accepted solution]

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

[Alexp-400]

Thanks to all experts :o))

[KarenM90]

You are welcome!

[Alexp-400]

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

[Alexp-400]

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

[JohnW222]

@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.