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nsn1983
New Member

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

 
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10 Replies
LeeM
New Member

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

Yes, you should attached 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.

You can also find specific instructions on assembling and mailing your return on page 11 of the California 540 Booklet link pasted below:

https://www.ftb.ca.gov/forms/2015/15_540ins.pdf

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

turbotax instruction sheet now says Do not attach any Form(s) W-2. But do attach all other forms mentioned above ^
TerryA
Intuit Alumni

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

If Calif Schedule W-2 printed out then you should not attach any W-2s.

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

Thanks for clarifying that. My CA Sched W-2 did print, thus the instructions to not attach my W-2 copy.

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

what about 1099-R and 1099-G?
TerryA
Intuit Alumni

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

Anything (other than a W-2 as above) that has Calif withholding on it should be attached. If there is no Calif withholding on a 1099 then do the FTB a favor and don't include it.
Hitansu
New Member

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

Mine calif Schedule W2 is filled and printed out. But this caution statement is confusing. "Caution: If this form is  filled out, do not send your Form(s) W-2 to the Franchise Tax Board. If your Form(s) W-2 are from multiple states, attach copies showing California tax withheld to this schedule." Not clear whether I should attach the W2 along with calif Schedule W2 or not?
TerryA
Intuit Alumni

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

If the W-2 has only Calif withholding on it then do NOT attach it. Otherwise (there's Arizona withholding on it <or whatever state other than Calif> attach it.

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

Sorry, what is CA schedule W2?

Should I have to send my W2 form to the California tax return while filing my tax by mail?? I have already printed the required documents

OK. It’s actually a form called “California Schedule”, which contains W2 data. In the TurboTax form list, it’s called “Schedule CA”.

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