Accountants Community Home Page

Do I attach a pdf of the client's 1099-B to the electronically filed CA state return as well as the federal return?

Do I attach a pdf of the client's 1099-B to the electronically filed CA state return as well as the federal return?  Otherwise, Will the 1040 pdf attachment be electronically transmitted with the federal return attachment when I e-file the CA state return?


    CA receives a copy of the Federal return in the process of e-filing. If the attachment is not included, CA will still accept what it receives, unless notified by the IRS of changes.


    you don't attach 1099 of any sort unless there is withholding on it.  You need to opt for the attach fed to state return for filing.  Program will not do it if you don't tell it to.

    • You don't even have to attach the 1099, if it has withholding on it, when you e-file the return.
    • In this case I need to attach the pdf of the 1099-B because I have only summarized the amounts on  Form 8949, due to the large volume of transactions.  The IRS is expecting the broker's stmt and I have already attached it to the federal return. But will it also be automatically sent to the state with the federal attachment when I e-file?
    • Of course the federal return will be attached to the CA return; that is required but, and here is my question (which thus far has remained unanswered);  does the state of CA also require a copy of the same pdf the IRS is going to get and if the answer to that question is yes, then will they receive a copy of the pdf  by my simply attaching a copy of the fed return to the state return or do I need to attach the pdf to the state return also?  I appreciate all your answers and hope that someone will be able to help me,  Thus far no one has recognized that the 1099 in question is a 1099-B, not -Misc
    • My state doesn't require attachments, so I doubt that CA would, either.
    • In Lacerte, you have to say whether to attach something to fed and/or the state. I think pdf attachments to individual returns are new in ProSeries this year, so maybe no one knows
    • I've never attached anything to a CA return.
    • Thanks everyone for your comments.  I don't think I will attach the pdf to the CA state return separately.  I'll just assume that they'll get it along with the fed attachment.  If not, and they want it, I'm sure they'll let me know!
    • They probably don't want the PDF.
    • Thank you, Lynn!  I've decided not to attach the pdf separately to the CA return.  It may be transmitted with the federal attachment when I e-file but probably not.  I may see if Intuit knows the answer.
    Contribute an answer

    People come to Accountants Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

    1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
    2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
    3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
    4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
    5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

    Similar questions other people found helpful: