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PDF attachments to STATE return

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Level 3

Client had a lot of stock transactions, so I summarized them and I'm attaching PDFs to the federal return, as back-up to Form 8949.

Do I need to attach all the same investment statements to her State of California return also?

Thank you!

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Level 15
Level 15

FWIW Ive never attached it to CA.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Level 15

Since that's part of the federal return, I would.

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A fine is a tax for doing wrong. A tax is a fine for doing well.
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Level 15
Level 15

FWIW Ive never attached it to CA.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Level 3

Thank you, Lisa!

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Level 3

I did that years ago and the irs sent client a letter wanting sch d with every transaction listed

regards, Larry

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Level 3

Thank you, Larry! That's helpful.

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