zanster
Level 2
09-09-2022
06:41 PM
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Not sure if deleting the pg from the client's PDF is enough. Intuit will still transmit a form that isnt needed.
You only need to file the form 540D if your Calif Basis is different than Fed.. That's a very substantial statement to make. State will see this form and incorrectly think there are lots of basis differences if all the sched D trades are listed there. May trigger a visit from a friendly rep. of the FTB that's totally unnecessary.
Anyone have a better solution ?