State tax filing

Thanks for the reply, Amy.

 

I just went and paid for the Premier Federal and CA State for $125 so that I could preview my tax return and see what's actually going on with my tax forms within TurboTax Online.

 

Im looking at Schedule CA (540) and it doesnt look right to me at all (and again I know that I input everything properly on my end). Schedule CA (540), everything under the Federal column A is as follows: It's taking my Federal W2 income, and adding in my Unemployment of 2,700 on Line #7, and then its subtracting a smaller amount of "UCE" -2,540 in Line #8 (which doesnt make sense that its not subtracting -2700, but is using -2,540...). So here in this column A its already looking like its (almost) completely canceling out my CA unemployment income of $2700...even though I have no idea how TurboTax came to $2540 on Line #8 when my UCE should be $2700... 

 

Then in column B (Subtractions), Line # 7, its adding 2700...theres no -2700 or (2700).

 

Then in column C (Additions), Line #8 Part F, its adding 2700.

 

So to me, the take away from all of this is that my CA income looks like my unemployment is being (mostly) canceled out in the Federal column, and it looks like its also being canceled out via Columns B and Columns C....In other words my $2700 in unemployment or UCE is not actually being deducted from my California income...my $2700 looks like its being canceled out completely on my CA form (and my Federal Income on my CA Tax Form is showing my full federal income amount, its not actually removing my $2700 in CA Unemployment that I can see).

 

I have a screenshot as an example that Im hoping someone at TurboTax can clarify for me please.

 

Who at TurboTax is qualified to help me with confirming that this is correct or incorrect on Schedule CA (540), please? Can I get a real TurboTax tax professional to look at my CA return for *free* please? I already tried having TurboTax support call me and they had no idea if it was right or wrong other than to confirm that I had entered everything in okay.

 

**Here is some critical history as to why Im extra confused:

2+ weeks ago BEFORE TurboTax made the American Rescue Plan changes, TurboTax Online stated that I owed about $1300 to CA, and then when I suddenly logged into TurboTax late last week after the American Rescue Plan was applied, TurboTax NOW tells me that I owe $1595 to CA... One way or another, TurboTax made changes to the online application which changed my CA tax return for the worse, not better. Regardless of whether or not TurboTax may have been correcting issues that previously existed, Im having a big issue with confidence that these TurboTax numbers are correct...especially since H&R Block is STILL telling me (even after HR Block applied their American Rescue Plan changes) that I only owe $1300 to CA which is what TurboTax used to show me that I owed about 2 weeks ago (and I have made no changes to TurboTax on my end before or after my CA tax return shot up on me saying I owed more). The difference between my CA State Tax Return showing my that I either owe ~$1300 or $1595 is literally based off of TurboTax playing around with my $2700 in CA Unemployment.

 

***Here's the most important piece I think. If anything, once TurboTax implimented the American Rescue Plan changes, my California State Tax return should NOT have gone UP in what I owe for taxes, it should have remained the same because California doesnt charge taxes against unemployment income. TurboTax was previously telling me that I owed about $1300 to CA and TurboTax was already subtracting my $2700 in California Unemployment. Naturally after TurboTax updated the software for the American Rescue Plan, my Federal Tax return greatly improved based on how much money I was getting back from Federal, because I was no longer being taxed on my federal return for my $2700 in CA Unemployment Income... Once again, if TurboTax originally told me that I owed CA State about $1300 and I wasnt being taxed for my CA Unemployment BEFORE any American Rescue Plan changes were made, then why AFTER the American Rescue Plan gets applied is my CA tax return suddenly going up and saying that I owe $1595 as if I AM being charged tax for my California Unemployment, if Im supposedly not being taxed for my CA Unemployment Income? The American Rescue Plan should not have affected or hurt my State California Tax Return, because I was never getting taxed for my CA Unemployment to begin with. At this point it looks like TurboTax is canceling out my CA Unemployment income twice. I hope what I am describing makes sense...because my TurboTax California tax return isnt making any sense to me based on all of these circumstances.

 

So just to reiterate my question, may I please have a TurboTax Tax Professional look at my CA State Return for free to validate whether or not I am right or wrong about these issues? I dont think that I should have to pay for this service to confirm if Im right or wrong on this one issue, considering that TurboTax made changes to my CA state return for the worse, after the American Rescue Plan changes were implimented...and considering that HR Block no longer concurs with TurboTax on my CA State Return amounts. I really do feel like this is a bug or accuracy issue on TurboTax's end and I would like for a tax pro to confirm whether or not it is a problem for sure, please and thanks. I really dont want to pay for the service, especially if Im correct and this issue is a valid accuracy/tax rule problem with TurboTax.

 

Thanks in advance for your time and help with this.