How do I suppress including the Calif Schedule D. ? My California Schedule D is identical to Federal- there are no state differences.. The instr. say it's not required.

[George4Tacks]

I think that there are two options:

1. Edit the pdf and delete the offending pages

2. Suck it up and let the state have too many pages. That is far better then not enough pages. 

[zanster]

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 ?

[sjrcpa]

"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. "

Not gonna happen because of this.

[George4Tacks]

I have always been an advocate of give them MORE than they need, rather than LESS of what they need.

[zanster]

OK then I guess there's no easy solution other than maybe establishing  two returns one for Fed and one for Calif..   I called Tech supporrt about this a few yrs ago and that's what they suggested. .I thought maybe by now they'd come up with a solution to not have to burn up another return credit.

[PhoebeRoberts]

My notes for an analogous situation says "Pass on trying to suppress AR Sch D and 4562. No AR differences." Pretty sure I have a CA client with a note that references the CA Sch D, but the return I'm working on at the moment is AR.

I have literally never heard a peep from a non-conforming state about having a schedule with no state differences.