How do I suppress including the Calif Schedule D. ? My California Schedule D is identical to Federal- there are no state differences.. The instr. say it's not required.

Forum|Forum|3 years ago
September 8, 2022
1 reply
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ProConnect Tax

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George4Tacks

Level 15

I think that there are two options:

1. Edit the pdf and delete the offending pages

2. Suck it up and let the state have too many pages. That is far better then not enough pages.

Answers are easy. Questions are hard!

Z

zansterAuthor

Level 3

Not sure if deleting the pg from the client's PDF is enough. Intuit will still transmit a form that isnt needed.

You only need to file the form 540D if your Calif Basis is different than Fed.. That's a very substantial statement to make. State will see this form and incorrectly think there are lots of basis differences if all the sched D trades are listed there. May trigger a visit from a friendly rep. of the FTB that's totally unnecessary.

Anyone have a better solution ?

sjrcpa

Level 15

"State will see this form and incorrectly think there are lots of basis differences if all the sched D trades are listed there. May trigger a visit from a friendly rep. of the FTB that's totally unnecessary. "

Not gonna happen because of this.

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

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