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Feb 24, 2026 12:54 AM UTC
Question

Review error statement

I get the following error in the review:

RFM Misc Itemized Deductions Stmt: PT I, Fed Estate Tax is not between the prescribed upper and lower limits.    Not sure I even have Fed Estate tax and there is no way to jump to the item to fix this.  Is this a bug in the California tax program?

 

    1 reply

    DaveF1006
    Alumni - Intuit
    Feb 27, 2026 12:29 AM UTC

    You might see the error, "RFM Misc Itemized Deductions Stmt: PT I, Fed Estate Tax is not between the prescribed upper and lower limits," when using California tax software like TurboTax or FreeTaxUSA during the state review. This isn’t usually a bug in the California tax program. It often happens because of a technical validation issue—like data importing incorrectly, a leftover zero from an earlier entry, or a mismatch between federal and state rules for Miscellaneous Itemized Deductions. To fix:

     

    1. Go to the California Return Section: Navigate to your California state return and locate the section for Adjustments to Itemized Deductions (often found under "Other Deductions" or "Itemized Deductions" in the state review section).
    2. Review "Other Taxes" or "Estate Tax": Look for a line labeled "Federal Estate Tax" or "Income in Respect of a Decedent".
    3. Delete the Value: If there is a "0" or any number there, delete it to make the field completely blank.
    4. Check for "No" Selection: If there is a checkbox asking if you have this deduction, ensure it is unchecked if you do not have federal estate tax (most people do not).
    5. Forms Mode (Desktop Software): If using desktop software, switch to Forms Mode, locate the CA Itemized Deduction Worksheet, and delete the erroneous entry there. 

     

     

     

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