StupidStupidStupid
Returning Member

State tax filing

I made the entry into my Federal Misc/Other Income.  Turbotax did not copy that over to my State Return, specifically column A of my Schedule CA.  It therefore did not reduce my AGI to what it should be, it was $1,000 higher than my Federal.  It caused California State to auto-calculate my return and reduced my return, which I already received last week.

 

i was on the phone with turbotax for almost 3 hours and they couldn't solve my problem.  They couldn't figure out why it didn't copy over from Federal to State.  I figured out the solution myself, manually entered in the amount in column A.  I know in the original post I mentioned column B (was suggested by FTB, which is CA Franchise Tax Board)  but that would have reduced my AGI even further in form 540.

 

Anyway, while i was on the phone with turbotax for almost 3 hours, i played around with the forms (instead of step by step) and was entering the -$1,000 to see where it would actually allow me to and where it would auto-calculate on Schedule CA and realized it had to be on column A.  Line 24z i believe, i don't recall exactly but around there.

 

Anyway, I already amended my 540 state return with schedule x and mailed it in with my 1040x which didn't change.  Now I have to wait 16-20 weeks for the remainder (66%) of my refund that I need to pay my property taxes.  I don't think I'm going to get it in time since taxes are due before I will receive it. 

 

I have been using turbotax since 2011 and these last 2 tax years have been very troublesome.  2021 tax year had this issue of other income not copying from Federal to State.  2020 tax year had that federal transmissions issue where numbers were duplicated when efiled.  Got a notice from turbotax that I had to amend my 2020 taxes due to their transmission issue.

 

Anyway.  Thanks for replying and trying to help.  Hope my info was useful to others.

-SSS

 

Thanks.