Skip to main content
hcliston
hcliston
Level 5
May 23, 2020
Solved

PDF attachments to STATE return

  • May 23, 2020
  • 5 replies
  • 23 views

Client had a lot of stock transactions, so I summarized them and I'm attaching PDFs to the federal return, as back-up to Form 8949.

Do I need to attach all the same investment statements to her State of California return also?

Thank you!

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

FWIW Ive never attached it to CA.

5 replies

itonewbie
itonewbie
Level 15
May 23, 2020

Since that's part of the federal return, I would.

---------------------------------------------------------------------------------Still an AllStar
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community ChampionAnswer
    Intuit Community Champion
    May 23, 2020

    FWIW Ive never attached it to CA.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      hcliston
      hclistonAuthor
      Level 5
      May 24, 2020

      Thank you, Lisa!

      M
      mdtao31
      Level 6
      May 23, 2020

      I did that years ago and the irs sent client a letter wanting sch d with every transaction listed

      regards, Larry

        hcliston
        hclistonAuthor
        Level 5
        May 24, 2020

        Thank you, Larry! That's helpful.

        Terms & ConditionsAccessibility statement
        Tax software
        Intuit Lacerte Tax
        Intuit ProConnect Tax
        Intuit ProSeries Tax
        Referral Program
        Workflow add-ons
        Intuit Tax Advisor
        Hosting for Lacerte & ProSeries
        eSignature
        Protection Plus
        Pay-by-Refund
        Intuit Link
        Accounting solutions
        QuickBooks Online Accountant
        QuickBooks Accountant Desktop
        EasyACCT
        Training & support
        Training Center
        Learn & Support
        Resources for starting a tax practice
        Tax Pro Center
        How to get started offering advisory services
        Call Sales: 833-564-8436
        Sitemap
        Turbotax icon creditkarma icon QuickBooks icon Mailchimp icon
        About Intuit Join Our Team Press Room Affiliates and Partners Software and Licenses

        © 2026 Intuit Inc. All rights reserved.

        Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

        By accessing and using this page you agree to the Terms and Conditions.

        Terms and Conditions About cookies Manage cookies
        Legal Privacy Security
        TRUSTe
        Products
        T1 Tax Module
        T2/CO-17 Tax Module
        T3 Tax Module
        T4, T5 & Other Tax Forms
        Tax Suites
        Single Returns (OnePay)
        ProFile 20
        QuickBooks Online Accountant
        Pricing
        Pricing & bundles
        Free trial
        Learn
        Getting started
        Training
        Webinars & events
        Support
        Download & activate
        Community & support
        System requirements
        Refer a friend
        Call sales: 1-844-861-3600
        Manage cookies

        © 2026 Intuit Inc. All rights reserved.

        Intuit and QuickBooks are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

        Legal Privacy Contact Contact
        Logiciels
        Logiciel d’impôt T1
        T2/CO-17 Tax software
        Logiciel d’impôt T3
        T4, T5 et autres formulaires fiscaux
        Suites Fiscales
        PayezPourUN
        ProFile 20
        Signature Intuit pour ProFile
        QuickBooks en ligne Comptable
        Prix
        Prix et offres groupées
        Essai gratuit
        Apprentissage
        Démarrage
        Formation
        Webinaires et événements
        Soutien
        Télécharger et activer
        Communauté et soutien
        Exigences système
        Recommandez un ami
        Appeler les ventes : 1 800 943-9834
        Paramètres des témoins

        © 2026 Intuit Inc. Tous droits réservés.

        Intuit et QuickBooks sont des marques déposées d’Intuit, Inc. Les modalités, les fonctions, le soutien, les prix et les options de service peuvent être modifiés sans préavis.

        By accessing and using this page you agree to the Terms and Conditions.

        Nos offres d’emploi Contactez nous Renseignements juridiques Confidentialité