Which Federal Return to Attach to California NR using Separate Filing Status

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Taxpayers filed 2019 Joint Federal Return. Husband is in military, resident of California. Wife lives in New York. Filing a California Non-resident (540NR) , Status Married Filing Separately for husband. Electronic filing requires that I send a copy of the federal return to California. My file includes a "dummy" federal return but it is not being filed since they are filing a joint federal return. Is it OK to send the "dummy" federal return as an attachment to the California return or should I be doing something else?

Lacerte Tax

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BobKammanAnswer

Level 15

Is husband domiciled in California, or just stationed there? Trying to figure out why a separate return would be better, unless he also has non-military California-source income.

https://www.ftb.ca.gov/forms/2019/2019-1032-publication.pdf

sjrcpa

Level 15

I would not attach the dummy return since that is not the federal return that got filed. I'd attach the MFJ federal return.

The more I know the more I don’t know.

G

GregKAuthor

Level 2

Thanks, but I'm not sure if I can do that in Lacerte. They're two separate files.

sjrcpa

Level 15

You can attach the MFJ as a pdf but I'm guessing it won't efile. I think you have a paper filed return.

The more I know the more I don’t know.

BobKammanAnswer

Level 15

Is husband domiciled in California, or just stationed there? Trying to figure out why a separate return would be better, unless he also has non-military California-source income.

https://www.ftb.ca.gov/forms/2019/2019-1032-publication.pdf

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