zanster
Level 2

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 ?

 

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