New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

California Schedule W-2 prints with a paper-filed Form 540 return when wage income or California withholding is reported on the return. The Suppress California e-file for return field on the CA ELF screen must be marked for Schedule W-2 to print.

The schedule prints and includes detail from federal Screen W2 under the following circumstances:

• Each unit of federal Screen W2 is for a single state. That is, no single W-2 contains information for more than one state.

The schedule prints only the taxpayer name and SSN (omitting W-2 detail) under any of the following circumstances:

• Any unit of federal Screen W2 includes wages or withholding from more than one state.
• There are no units of federal Screen W2 but California withholding from other sources is reported on the California return.

For paper-filed California returns with California withholding, California Schedule W-2, Wage and Tax Statement must be attached to the return. California Schedule W-2 is intended for paper-filed returns only. There is no need to provide Schedule W-2 for a return filed electronically as all of the withholding detail required by CA FTB is included 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, Schedule W-2 is completed when there are only California wages and withholding on all W-2 forms. If any W-2 has more than one state or includes out-of-state wages or withholding, Schedule W-2 will only print the taxpayer’s name and Social Security number. Instead, the taxpayer should attach all of their W-2 forms to Schedule W-2.

Was this article helpful?

Yes No

Submit