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Get your taxes done using TurboTax
You could try reducing the CA withholding amount by a penny or two, to see what happens.
(How small was the actual distribution and withholding?)
BUT
Many states limit e-filing tax returns with state withholding that exceeds some certain percentage of the gross distribution. Like 25% or 50% of the gross. Usually because they suspect that in the majority of cases, it might well be a mis-entry by the taxpayer (like accidentally double-keying the actual $123 as $1123 ). In such cases, if such a state limit is in effect, then e-file is blocked, but print-mail-filing with copies of all the forms showing state withholding, thus proves that state withholding is in-fact what was on those forms. (I don't know what CA allows)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 31, 2024
7:33 AM