BillM223
Expert Alumni

State tax filing

Yes, there is a limit to the amount of automation that can be done.

 

Yes, manually adjust your dividends entry, then enter everything, and write up copious notes on what you did and why in case the Franchise Tax Board ever asks you.

 

The important thing is that you get the right numbers on the tax forms, no matter what you have to tell TurboTax...but the FTB doesn't get around to a lot of stuff for three or four years, so write it all down while you remember it.

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