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July 12, 2020
Question

do I have to include a copy of my Federal to State for my california returns?

  • July 12, 2020
  • 1 reply
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do I have to include a copy of my Federal to State taxes for California?

    1 reply

    VolvoGirl
    Employee
    July 12, 2020

    Are you mailing instead of Efiling?

     

    540 Instructions page 19 say

    Other than Schedule A (Form 1040) or Schedule B (Form 1040), did you attach any federal forms or schedules to your federal Form 1040?

     

    If No, do not attach a copy of your federal Form 1040 return to Form 540.

    If Yes, attach a copy of your federal Form 1040 return and all supporting federal forms and schedules to Form 540.

     

    Exception: If you did not itemize deductions on your federal tax return but will itemize deductions on your California tax return, complete and attach a copy of the federal Schedule A (Form 1040) to Form 540.

    https://www.ftb.ca.gov/forms/2019/2019-540-booklet.pdf