Screen CA8886 - California Reportable Disclosure Statements (1040)

Overview

Use this screen to complete federal Form 8886, Reportable Transaction Disclosure Statement, with California information. Amounts that appear in this screen are automatically transferred from the federal 8886 Screen. Report any state-related differences and details in this screen. The California version of the form is included in electronically filed returns. A duplicate copy of the form prints for first time reportable transactions with filing instructions to be mailed to the California Tax Shelter Filing address. The duplicate copy is not included in electronically filed returns and must be paper filed.

Form 8886 - Reportable Transaction Disclosure Statement

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to prevent this unit of the form from printing a California version of the federal form.
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