@AmyC Thank you for your prompt reply! Yes, the reason I am asking these questions is that I have no idea whether there is an absolute right or wrong for your method and my mentioned Second Option, when both of them have the same AGI. For your method, it is comfortable when filing the CA state tax, while the Second Option will make me confused when filing the CA state tax. So I just ask them here. I think based on your answer, I may choose your method to avoid making things complicated 🙂
