tbeckhelm
Returning Member

State tax filing

Thanks for your input. I’m using the desktop version Windows 11. I’ve been through the entire California program twice. No change.

All of my income is from Retirement 1099-R and interest 1099-int. I’ve experimented with putting in ridiculous amounts for state withholding with no change in the state tax due. Fed stuff updates immediately. I’ve got the most recent version to my knowledge. There was a California update as well as program updates when I opened Turbo Tax. I assume everything is current. I went through two tech experts who told me to wait for the next update because they had no idea why it didn’t work. I can trick the 540 by overriding the amount on line 71, but I thought I saw some warning about CA not accepting this if the was some fed mismatch. I don’t have to do any of this for a while and I don’t yet have official 1099s (just close estimates). I’m convinced it’s a bug.  I had an issue with the CA connection a couple of years ago and actually had to file CA by hand because Turbo Tax never fixed the glitch. I wrote software for 45 years and I have very good records, so I’m not a rookie.