Do I need to submit a copy of my Fed return with my CA state return?

Question

The form says "refer to the instructions," but I'm using the TaxCut program from H&R Block, and if this is in the instructions, I can't find it. What do you know?

Answer 1

The following are instructions to the Form 540, California Individual Resident Income Tax Return (page 19) on the California Franchise Board website:

Filing Your Return - Attachments to your return

Do I need to attach a copy of federal Form 1040?

Form 540A Filers: Do not attach a copy of your federal 1040 return to Form 540A.

Form 540 Filers: Did you attach any federal forms or schedules other than Schedule A or Schedule B to your federal Form 1040? If No, do not attach a copy of your federal 1040 return to Form 540. If Yes, attach a copy of your federal 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 to Form 540.

Answer 2

No.