Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Help articles

Schedule W-2 information

California Schedule W-2 prints with a paper-filed Form 540 return when you report wage income or California withholding on the return. You'll need to mark the
Suppress California e-file for return
checkbox on the CA
ELF
 screen to print Schedule W-2.
The schedule prints and includes detail from the federal screen
W2
 when each unit of the federal
W2
 screen is for a single state.
The schedule prints only the taxpayer name and SSN (omitting W-2 detail) under any of the following circumstances:
  • Any unit of the federal
    W2
     screen includes wages or withholding from more than 1 state.
  • There are no units of the federal
    W2
     screen but California withholding from other sources is reported on the California return.
For paper-filed California returns with California withholding, you'll need to attach California Schedule W-2, Wage, and Tax Statement to the return. California Schedule W-2 is intended for paper-filed returns only. There's no need to provide Schedule W-2 for a return filed electronically because all withholding detail needed by CA FTB is in the electronic record.
Schedule W-2, Wage, and Tax Statement, is intended to replace the need to attach actual copies of the taxpayer's Form W-2 when there are no out-of-state wages or withholding on any of the taxpayer's W-2 forms. Therefore, complete Schedule W-2 when there are only California wages and withholding on all W-2 forms. If any W-2 has more than 1 state or includes out-of-state wages or withholding, Schedule W-2 will only print the taxpayer's name and Social Security number. Instead, attach all of their W-2 forms to Schedule W-2.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close