Just Lisa, et al,

Thanks for your response.  When all else fails, read the instructions.  The top of the 3567 says to NOT attach to the 540, but to MAIL it to the FTB.  So, I deleted the 3567 and the info worksheet auto-filled just fine.  Once the return is filed, I will go back in and complete the 3567 and mail it as instructed.  It is a good reminder for me to pay better attention during the rush of the season, and to not just assume that CA forms work the same way the Fed forms do. 

Thanks everyone for taking time out to read about my "plight".  I hope you enjoyed the chuckle.  Now back to work! 😁