1040-CA ELF: Federal attachment - e-file rejections

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The California FTB may reject returns in the following scenarios:

Scenario 1 - Update to federal schema

Periodically, the IRS updates e-file specifications and revises the schema version. UltraTax/1040 issues updates accordingly. If FTB validates according to an IRS schema version that differs from the one created by UltraTax CS, the return may reject. If you created the electronic file using the most recent version of UltraTax/1040 and FTB subsequently rejects it, it may be necessary to wait until FTB makes the corresponding updates before resubmitting the electronic record.

Alternatively, you may e-file the California return by using the Include/Suppress federal attachment in electronic record (Force) field on Screen CAELF, (in the California Electronic Filing folder). However, if the federal attachment is required but missing from the electronic record, FTB may suspend processing of the return (rather than issue an e-file rejection) until the federal attachment is received.

Scenario 2 - Federal return is suppressed for e-file

If you are not filing the federal return electronically but are still including it as an attachment to the California electronically filed return, it is still necessary to check the federal return for electronic filing schema errors.

Scenario 3 - Federal Return does not qualify for e-file

If you are unable to clear federal electronic filing Schema Failure errors, FTB will likely reject the California return if the federal return is attached. You may still e-file the California return by using the Include/Suppress federal attachment in electronic record (Force) field on Screen CAELF. However, if the federal attachment is required but missing from the electronic record, FTB may suspend processing of the return (rather than issue an e-file rejection) until the federal attachment is received.

Related topic: 1040 California frequently asked questions

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