GAD3
Returning Member

Deductions & credits

I just went back and looked at this years return where we transferred in 2020s information.  See my first post.   I went to the IRA Information Worksheet and found on Part II Line 7 Basis in Roth IRA conversions ... Spouse 192,320 

 

Part V Line 39 Distributions from cumulative pre 2017 conversion... Spouse 15,000 

 

Schedule CA(540) : California Adustments, Part II Adjustments to itemized deductions, Line 21 Other expenses - investment, safe deposit box etc. List type.... IRA  .. 21 177,320

 

192,320 - 15,000 = 177,320 is where this deduction came from, and again we don't know why Turbo Tax is doing this.

Thanks again,

George