Form 1040 federal attachments required by state
Identify the federal attachments required when filing a Form 1040 return with each state or local jurisdiction.
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The following list identifies the federal attachments required to accompany the state return for each state or locality.
Alabama
- Form 2106
- Form 3903
- Form 4684
- Form 4797
- Form 6252
- Form 8283
- Schedule C
- Schedule F
Alaska
- N/A
Arizona
- If you amend your federal return for any year, attach a complete copy of the federal notice to your Form 140X
- Schedule A if itemizing on the AZ return
Arkansas
- Form 2106
- Form 2441
- Form 4562
- Form 4684
- Form 4797
- Form 4835
- Form 4852
- Form 4952
- Form 5329
- Form 6252
- Form 8283
- Form 8606
- Form 8829
- Schedule C/C-EZ
- Schedule D
- Schedule E
- Schedule F
California
- Complete federal return
- If you attach any federal forms or schedules other than Schedule A or Schedule B to Form 1040, attach a copy of your 1040 return and all supporting federal forms and schedules to Form 540
Colorado
- N/A
Connecticut
- N/A
Delaware
- Form 1040/1040SR, Pages 1 & 2
- All federal schedules that are required to be filed with the federal return.
- Form 2441
- Form EIC
- Proforma federal return if entered into a civil union in the current year
- If a taxpayer elects to file a nonresident return, the attachment is the same as the nonresidentnoteProforma federal return is required. Form 5884 (Work Opportunity Credit) is not included because the DE program doesn’t know what amount of other subtractions are related to the federal credit. The DE program must be enhanced before we can attach the federal form.
District of Columbia
- N/A
District of Columbia UBT
- Form 4562
- Form 4797
- Schedule D
- Schedule E
Florida
- N/A
Georgia
- Federal Return, pp. 1–2
- Form 4562
- Form 4868
- Schedule A
Hawaii
- Forms 1116
- Form 1128
- Form 2106/2106-EZ
- Form 2120
- Form 4562
- Forms 4684
- Form 4835
- Form 5213
- Form 6198
- Form 6252
- Form 6781
- Form 8283
- Form 8332
- Form 8582
- Form 8824
- Form 8829
note
Missing the following forms not supported: 1128, 2120, 8332.
Idaho
- Complete federal return
Illinois
- Form 1040/1040-SR, Page 1–2
- Form 1040, Schedule D, pp. 1–2
- Form 1040/1040-SR, Schedule B (if amount present on Schedule M, line 22)
Indiana
- Form 1045, Schedule A
- Form 1116
- Form 4868
- Schedule R
Iowa
- Complete federal return
Kansas
- If your Form K-40 shows an address other than KS, you must enclose a copy of your federal return (1040 and applicable Schedule A–F)
- If you are filing an amended federal income tax return, you must enclose a complete copy of the amended federal return
- Form 1116
- Form 1310
- Form 4868
- Form 8839, Parts I, II, III (if claiming the adoption credit K-47 for the 1st year) — resident only
Kansas Intangible
- N/A
Kentucky
- Form 2106
- Form 2441
- Form 4562
- Form 4868
- Form 4952
- Form 8283
- Form 8863
- Form 8889 (part-year/nonresident only)
- Attach a complete copy of your federal return if you received farm, business, or rental income or loss
Kentucky Cities: Lexington
- Form 1040
- Form 4797 or 6252
- Schedule C
- Schedule D
- Schedule E
- Schedule F
Kentucky Cities: Louisville
- Attach Page 1 of Form 1040 and Form 1099
- Form 2106
- Form 4797, pp. 1–2, or Form 6252
- Schedule C, pp. 1–2 / Schedule C-EZ
- Schedule E
- Schedule F
Kentucky Intangible
- Federal extension form
- Form 1040
- Form 4562
- Form 4797
- Form 4835
- Schedule C
- Schedule D
- Schedule E
- Schedule F
Louisiana
- Complete federal return
Maine
- Complete federal return
- Form 4562
- Schedule K-1
Maryland
- Form 1310
- Form 2848
- Amended federal return
- Complete federal return if taxpayer participated in a nonresident real estate transaction and reported income tax withheld (part-year/nonresident only)
Massachusetts
- Form 3115
- Schedule C/C-EZ
- Schedule E (part-year/nonresident only)
- Schedule F
note
Forms 3115 and 3116 are not listed as a form under federal.
Michigan
- Form 1040/1040A
- Form 1040NR
- Form 1310
- Form 2555
- Form 3903/3903-F
- Form 4868
- Form 6198
- Form 8829
- Schedule A
- Schedule B
- Schedule C/C-EZ
- Schedule D and Form 4797
- Schedule E
- Schedule F
- Schedule R
- Schedule 1
- Schedule 2
- Schedule 3
- Form 461
Michigan Cities: Common Forms
- Form 1310
- Form 2106
- Form 3903/3903-F
- Form 6252
- Form 8332
- Form 8582
- Form 8824
- Form 8829
- Schedule C/C-EZ
- Schedule D and Form 4797
- Schedule E
- Schedule F
- Amended federal return
note
Form 8332 is NOT supported.
Michigan Cities: Detroit
- Form 1310
- Form 2106
- Form 3903/3903-F
- Form 8582
- Schedule A
- Schedule C/C-EZ
- Schedule D and Form 4797
- Schedule E
- Schedule F
Minnesota
- Complete federal return
Mississippi
- Form 2106
- Form 3903/3903F
- Form 4684
- Schedule C
- Schedule C-EZ
- Schedule D
- Schedule E
- Schedule F
Missouri
- Complete federal return
Missouri Cities: Kansas City
- N/A
Missouri Cities: St. Louis
- N/A
Montana
- All federal schedules that are required to be filed with the federal return — resident
- Complete federal return — part-year/nonresident
Nebraska
- Federal return, pp. 1–2
- Form 1040/1040A, Schedule R (resident and part-year/nonresident only)
- Form 2441
- Form 4868
- Form 4972
- Form 5329 (Form 1040 if 5329 not required)
- Form 6765
- Schedule D
New Hampshire
- N/A
New Hampshire BET
- N/A
New Hampshire BPT
- All applicable federal forms
- Form 4562
- Form 4797
- Form 6252
- Schedule C
- Schedule D
- Schedule E
- Schedule F
New Jersey
- Form 1040, Schedule B, if line 16a (interest) is greater than $1,500
- Form 2106
- Form 3903
- Form 4868
- Form 8283
- Form 8853
- Schedule C (or Schedule C-EZ or Schedule F)
- Schedule K-1
- If income was <=$20,000, enclose a copy of federal return (part-year/nonresident only)
New Mexico
- Amended federal return
New York
- Form 4684
- Form 4797
- Form 6251
- Form 6252
- Form 8582
- Form 2555 (part-year/nonresident only)
- Schedule C/C-EZ
- Schedule D
- Schedule E
- Schedule F
New York City
- Form 4684
- Form 4797
- Form 6251
- Form 6252
- Form 8582
- Form 2555 (part-year/nonresident only)
- Schedule C/C-EZ
- Schedule D
- Schedule E
- Schedule F
New York UBT
- If this is an amended return, attach Forms 4562, 4684, and 4797 to this return
- If this is a final return, attach the entire federal return
- Form 4797
- Form 5884 for Liberty Zone business employees
- Schedule C/C-EZ
- Schedule D
- Schedule E
- Schedule F
North Carolina
- Complete federal return if the address on federal return is NOT a North Carolina address
North Dakota
- Complete federal return
Ohio
- Form 1040, 1040-NR, 1042-S, or equivalent, p. 1
- Form 1310
- Federal extension
Ohio Cities: Akron
- Form 1040, pp. 1–2
- Form 4797, pp. 1–2
- Schedule A
- Schedule C
- Schedule E
- Federal Extension
Ohio Cities: CCA
- Form 2106/2106 EZ
- Schedule A
- Schedule C
- Schedule E
Ohio Cities: Columbus
- Form 1040
- Federal extension
- Amended federal return
- Schedule C
- Schedule E
- Schedule F
Ohio Cities: Municipal
- N/A
Ohio Cities: School District
- N/A
Ohio Cities: Toledo (Individual)
- Form 1040/1040 EZ/1040 A, p. 1
Ohio Cities: Toledo (Business)
- Forms 1099
- Form 2106
- Schedule A
- Schedule C
- Schedule E
- Schedule F
Oklahoma
- Complete federal return
Oregon
- Form 1040, 1040SR, or 1040NR
Oregon Cities/Counties: Portland/Multnomah
- Form 1040, pages 1 and 2
- Schedule 1
- Schedule B
- Schedule C
- Schedule D (including Form 4797, Form 6252, Form 8824, and Form 8949)
- Schedule E and related statements
- Schedule F
Oregon Cities/Counties: Tri-Met County
- Schedule SE
note
If required attachments are not supplied, attach Schedule OR-ASC (Resident) or OR-ASC-NP (Part-year and Nonresident).
Pennsylvania
- All federal schedules (where the instructions grant the use of federal schedules) that explained the information entered on Pennsylvania's return
Pennsylvania Cities: Generic Cities
- N/A
Pennsylvania Cities: Philadelphia BIRT
- N/A
note
We supply federal Schedule C or E.
Pennsylvania Cities: Philadelphia NPT
- N/A
note
We supply federal Schedule C or E.
Pennsylvania Cities: Philadelphia School District
- N/A
Rhode Island
- Form 4868 if federal was extended using that form and the RI return was filed as having been extended
South Carolina
- Complete federal return if using Schedule C, D, E and/or F, or filing Schedule NR, SC1040TC, I-319, and/or I-335
- Form 8332
Tennessee
- N/A
Utah
- Form 1040X
- Form 8379
note
Missing Form 8379.
Vermont
- Amended federal return
- Some forms and schedules as required
Virginia
- Schedule C or C-EZ and F, and other federal forms as necessary — resident
- Complete federal return — part-year/nonresident
- Amended federal return
West Virginia
- Form 4868
- Amended federal return
Wisconsin
- Complete federal return
