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Should I mailed 8949 form due to amending CA state tax

I amend my CA tax after filing.

Turbotax instruction needs me to mail in the amended version.

Turbotax generated a lot pages (up to 60pages) of form 8949, because we did many stock transactions last year.

Do I really need to mail all those 8949 pages to CA amending?

It makes the document add up to nearly 100 pages

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Accepted Solutions

Should I mailed 8949 form due to amending CA state tax

No, you don't, but you might include a statement with your amended state return that you didn't file an amended federal return.

[Edited 4/13/2021 | 1:45 pm PST]

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3 Replies

Should I mailed 8949 form due to amending CA state tax

Maybe. 

According to the 2020 Instructions for Schedule X, California Explanation of Amended Return Changes, you need to attach

  • Federal schedules if you made a change to your federal tax return.
  • Documents supporting each change, such as corrected federal Form(s) W-2 or 1099, Schedule(s) K-1, escrow statements, court documents, contracts, etc.

Should I mailed 8949 form due to amending CA state tax

Turbo tax instruction asks to include "a copy of your federal return" in the mail.

Actually, I only change the allocation of CA source income as non-resident of CA.

I did not change anything in federal return.

Then do I need to include form 1040-X, form 1040 and all other federal forms?

Should I mailed 8949 form due to amending CA state tax

No, you don't, but you might include a statement with your amended state return that you didn't file an amended federal return.

[Edited 4/13/2021 | 1:45 pm PST]

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