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Level 1
posted Mar 27, 2025 6:37:46 PM

TT auto prints other state return with my Fed return when printing my CA state return. Do I need to include other state with CA return when filing or is this a TT error?

I’m filing my state (CA) return by mail and the cover page TT prints with the state (CA) return explains what is to be included - a copy of the Federal return, W2s, 1099s, etc. It does NOT mention anything about including a return from another state I file taxes in. However, TT automatically includes my other state return along with my Federal return when I print the (CA) state return. Does this mean I need to include the other state return with the Federal return when filing the (CA) state return or is this a mistake/error on TT’s part? In other words, should I remove it and only file the (CA) state return with a copy of the Federal return? Thank you.

0 2 1805
2 Replies
Level 15
Mar 27, 2025 6:55:22 PM

@TaxQuestion99 , from your post I am assuming that  you have need to file at least two different state returns  -- a Resident State ( CA?) and a Non-Resident State (?).

In such a case because your  Resident State filing is on world income ; Non-Resident State only on in-state income;  your Resident State would need to know  why / which state is it giving credit for.  Thus for your resident state  you will need to file  State return and attach Federal and the Non-Resident State returns.

 

Does this make sense ?   Or did I read your post wrong ?

Level 1
Mar 27, 2025 7:21:56 PM

Thank you. That makes sense. The state requiring the other state return is using it/needs it to verify said credit. I wish TurboTax would correct/reflect that on the cover page of the instructions from the official return that’s printed. (If you’re reading this, TT, please correct it.) Not filing what's required with the tax return would probably result in a letter from the state requiring it.