California amended return

[Kea]

I prepared a tax return for a California resident. A week later she received a 1099R. When she sends the CA amended to the FTB, does she have to include the Federal 1040X? Does she attach the 1099R? - There was federal withholding but not CA. I have the mailing address, but any other assembly assistance would be greatly appreciated.

Thanks.

[jainen]

>>does she have to include the Federal 1040X?<<

What, are you running low on paper? Just attach the whole federal file-- the X plus a new 1040, new schedule A if AGI affects it, and anything else new. You don't want them looking too close to see if something might be missing.

[Kea]

No, paper supply is fine. Just wanting to save postage.

Thanks.

[jmallard]

You need to submit the 1099-R also. Copy B goes to Fed and Copy 2 to the State.

[Kea]

I appreciate all the help. I will mail the forms and instructions to the client today.

This board helps me feel more comfortable keeping my clients even when they move to other states. (And all those other questions that come up!)

Thanks.