Thank you.
ah-ha! I did not check that box on CA 540. Is this why it didn't carry over my Federal itemized deduction worksheet to my CA 540?
you must enter all your itemized deductions on the federal Schedule A (thus allowing the program to then select the standard deduction for you) in order for the California crossover to work correctly.
Pretty sure I entered all my itemized deductions on federal Schedule A and allowed the program to pick standard deduction. Since I use the online version, I can't check the 2023 worksheet now.
Going forward, when I amend the 2023 return, after re-entering the Federal itemized deductions, the only thing that will change is the check box on my CA 540. Is that right?
Part II Adjustments to Federal Itemized Deductions
Check the box if you did NOT itemize for federal but will itemize for California
