On a related subject, at the end of the TT review of my state tax return, I received the following:
Not Eligible for Electronic Filing (reason shown below):
The return is ineligible for electronic filing. This return includes disallowed IRA deduction due to CA nonconformity to Federal removal of age restriction of 70 1/2. The return must be printed and mailed.
My IRA total deduction on Federal was $14,000 - $7K each for myself and my wife. I am 74 years old, my wife is 64. Since the CA Form 540 allows for additions/subtractions from Federal amounts, why can't TT just adjust the $14K deduction (i.e., reduce to $7K for my wife, who is NOT age restricted) on the CA return? Also, why would this minor difference make the entire state return "ineligible" for e-filing?
Thanks in advance for any guidance.
