@joeruhl glad to hear the return filed without any hiccups. My concern is if anyone audits the return at some point and I'm stuck with a liability plus interest. Did I understand correctly that your Form 540 Line 43 is higher than $2500? I figured CA FTB would have some algorithm to automatically reject the return if something like that happened since the instructions for that form specifically say it cannot be higher than $2500. The expert is going to call me back tomorrow morning as we couldn't solve it today. The only way I was able to get Line 43 to be $2500 is to put I was only eligible for $2500 credit and no carryover for next year (which is not correct). That messed up some other areas on my return in Schedule P. Stay tuned...hopefully I'll have better news tomorrow!
