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ERIC J 11
Level 4
May 5, 2025
Solved

Can a general explanation statement or preparer notes be added to an E-Filed California individual return?

  • May 5, 2025
  • 1 reply
  • 6 views

CA is the only state I've come across that doesn't seem to offer such a statement of general explanation with the E-Filing.  Anyone find a workaround? 

Often I like to add a general footnote to clarify a return being filed, for example, right now I'm filing a late CA non-resident return for a prior year for the sole reason to establish a passive activity loss carryforward that year.  So the return looks a bit goofy at first glance with zero CA source income and zero taxes owed.  

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Best answer by Just-Lisa-Now-

You could attach a statement as a PDF.

1 reply

Just-Lisa-Now-
Intuit Community Champion
May 5, 2025

You could attach a statement as a PDF.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
ERIC J 11
ERIC J 11Author
Level 4
May 5, 2025

Right on!  Thanks!!