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Returning Member
posted Feb 1, 2026 3:49:18 PM

Amended CA Return with Changes to Schedule A

I am trying to file an amended Calif return for tax year 2024. I was unable to itemize deductions on my Fed return due to the deductions totaling less than the Fed Standard Deduction, so Schedule A was not included with my original return. I recently noticed that while Investment Advisory Fees are not deductible on Federal, they are deductible for Calif state taxes. When I add these fees to my deductions in TurboTax, the program indicates that I will receive a refund of nearly $500 from the state (yay!). However, Schedule A does not get updated with the new amount to include the Advisory Fees because the total is still less than what the Standard Deduction would be. So if I send the amended Calif return in (which would include my Fed return and Schedule A - neither of which have changed), how is the state tax authority going to see the change and give me the refund I am supposedly eligible for? Do I send in a printed copy with red-lines to the numbers?

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1 Replies
Returning Member
Feb 1, 2026 4:39:52 PM

NEVER MIND.  All of the changes are included in the CA Adjustments form, and a revised Schedule A is included with the amended return for California. I should have looked a little closer before posting my question!