PDF attachments to STATE return

[hcliston]

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!

[itonewbie]

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

[Just-Lisa-Now- · Accepted solution]

FWIW Ive never attached it to CA.

[mdtao31]

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

regards, Larry

[hcliston]

Thank you, Larry! That's helpful.

[hcliston]

Thank you, Lisa!