CA state tax - W2 not required ?

Posted by Gopi on October 13, 2009, 10:19 am

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Hi;

I had opted for automatic tax filing extension for CA taxes for 2008
and now I need to send it by Oct 15.
When I printed tax forms using Turbotax, it states that "Do not attach
any Form(s) W-2". What does it mean ?

I thought W-2 is a must to send tax forms. Please advise.

Thanks,
-Gopi

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Posted by Mark Bole on October 13, 2009, 10:43 am

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Gopi wrote:

> I had opted for automatic tax filing extension for CA taxes for 2008

> and now I need to send it by Oct 15.

> When I printed tax forms using Turbotax, it states that "Do not attach

> any Form(s) W-2". What does it mean ?

> I thought W-2 is a must to send tax forms. Please advise.

If you are e-filing, you don't normally send anything in (except maybe a
payment of balance due, if any).

However if paper filing, California has a Schedule W-2 which allows you
to summarize all the W-2's on a single page. Turbotax is probably
filling this out for you, look for it in your printout.

California wants either the actual W-2's or Sch. W-2, not both.

-Mark Bole

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by Gopi on October 13, 2009, 11:56 am

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> Gopi wrote:

> > I had opted for automatic tax filing extension for CA taxes for 2008

> > and now I need to send it by Oct 15.

> > When I printed tax forms using Turbotax, it states that "Do not attach

> > any Form(s) W-2". What does it mean ?

> > I thought W-2 is a must to send tax forms. Please advise.

> If you are e-filing, you don't normally send anything in (except maybe a

> payment of balance due, if any).

> However if paper filing, California has a Schedule W-2 which allows you

> to summarize all the W-2's on a single page. Turbotax is probably

> filling this out for you, look for it in your printout.

> California wants either the actual W-2's or Sch. W-2, not both.

> -Mark Bole

Thanks Mark. Yes , Turbo-tax has printed W2-G form which needs to be
sent , not W2.

Thank you very much for quick and useful answer. This group really
rocks :)

Cheers,
-Gopi

========================================= MODERATOR'S COMMENT:
The federal Form W-2G is used to report gambling winnings. Unless
tax was witheld, it is not necessary to attach to the tax return. If this
is a separate CA form, please ignore this comment.

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>