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New Member
posted Jun 4, 2019 3:47:43 PM

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
New Member
Jun 4, 2019 3:47:45 PM

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

New Member
Jun 4, 2019 3:47:46 PM

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

Intuit Alumni
Jun 4, 2019 3:47:49 PM

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

New Member
Jun 4, 2019 3:47:51 PM

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

New Member
Jun 4, 2019 3:47:52 PM

what about 1099-R and 1099-G?

Intuit Alumni
Jun 4, 2019 3:47:54 PM

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.

New Member
Jun 4, 2019 3:47:55 PM

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?

Intuit Alumni
Jun 4, 2019 3:47:57 PM

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.

Level 2
Nov 16, 2023 2:38:39 AM

Sorry, what is CA schedule W2?

Level 2
Nov 16, 2023 2:56:13 AM

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