PhyllisG
New Member

State tax filing

You can review and make corrections in Forms mode by:

  1. Click Forms located in the upper right corner of your screen
  2. Any errors to your return will appear with a red exclamation point. You will click on the red Errors stop sign shown above the Forms in My Return heading. 
  3. Scroll to the Schedule A wks under federal to ensure the amount is entered correctly. It should then transfer over to the State.
  4. Scroll to the CA Sch 540 wks
  5. Review the data entered. Any entry shown in yellow can be changed in the Forms mode.  All other color changes should be completed in the interview section of the return. 
  6. Click Step by Step located in the upper right corner of your screen to return to the interview section your return.