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PDF attachments

PDFs included in the Form 540/540NR electronic record e-file

  • IRS Form 982 (as completed in the
    1040-CA Non Calculating
     folder).
  • The tax return for other state if claiming credit on Schedule S for taxes paid to that state.
To attach more PDFs to the e-file, select
Edit
, then
Electronic Filing Attachments
.

PDF Attachments - Reviewed by FTB

California FTB reviews certain documentation included as a PDF attachment with Form 540/540NR electronically filed return, including the following:
  • Supporting documentation — Dependent born and died in current year.
  • Supporting documentation — Form 3504 (Enrolled Tribal Member Certification).
California FTB reviews certain documentation included as PDF attachment with Form 568 electronically filed returns, including Supporting documentation Explanation of omission of LLC tax from Form 568.

PDF Attachments - not processed by FTB

California FTB advises that certain forms and documentation need to be submitted to specific mailing addresses or online on the FTB website to process them properly. Therefore, PDFs for the following forms and documents are not likely to be processed by FTB if submitted as an attachment to electronically filed Form 540/540NR or Form 568:
  • Form 3520 — PIT — Individual or Fiduciary Power of Attorney Declaration.
  • Form 3520 BE — Business Entity or Group Nonresident Power of Attorney Declaration.
  • Form 3520 RVK — Power of Attorney Declaration Revocation.
  • Form 3533 — Change of Address.
  • Form 3552 — Identity Theft Affidavit.
  • Form 3567 — Installment Agreement Request.
  • Form 705 — Request for Innocent Joint Filer Relief.
  • Form 743 — Online Account View Access Authorization.
Submit these forms according to the form instructions.
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