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It usually depends on why Form 3804 (or 3804CR) was created in the first place. California only includes it when certain conditions are met. When the form doesn't work, it's usually because your return didn't need it. Your software didn't know it needed it based on what you wrote.   Here’s a simple guide to help you understand what Form 3804 is, why it might be missing, and how to check if it should be included.   Form FTB 3804 is the Pass‑Through Entity (PTE) Elective Tax Calculation form. It appears only when:   You are a partner, S‑corp shareholder, or LLC member in an entity that elected to pay the PTE elective tax, and You are claiming or reporting the PTE elective tax credit on your California return. California’s Franchise Tax Board describes Form 3804 as the form used to calculate the elective tax for pass‑through entities. If you are not part of a PTE that made the election, the form will not appear. Why the form may be missing.   Your PTE did not elect to pay the PTE tax     Your K‑1 does not show PTE elective tax paid              You need Form 3804‑CR instead               

 Changes to your bank information can only be made before the return is filed and accepted.    If your return is pending or accepted, you cannot change your bank information. If your information is incorrect, your bank will reject the deposit, and the IRS will mail you a paper check, which may cause delays.   If the IRS rejects your return, you can update the banking information before re-filing.   To change your bank information in TurboTax before filing, or if rejected by the IRS you can: Go to the File section,  Select Start/Revisit  See all options Your refund/payment info," choose Direct Deposit, and  Enter your new bank information    Click here for How do I change my bank info for direct deposit?  

Craig, can you help us out with something? I just built a brief case on a business, and sure enough, TurboTax did ask me about whether or not I was covered by a plan at work.   So, (1) please tell us what platform you are using, Online, Desktop/Windows, or Desktop/Mac? Are the Desktop platforms up-to-date?   (2) Tell us which version of TurboTax you are using: Deluxe, Premier, or Home & Business?   (3) Now please look at the path that I took in TurboTax:   I went to the Deductions & Credits->Retirement and Investments->Traditional and Roth IRA Contributions->Start/Update   My screens - I use Name for your name, Spouse for your spouse, enter the title of each screen in the first spot on each line, enter the major question on the screen in the second spot on each line, then enter what I entered in parentheses.   Tell us about your IRAs (a traditional IRA for one spouse) [Name]'s Traditional IRAs - is this a repayment of a retirement distribution you received? (no) [Name]'s Traditional IRAs - enter total contributions to traditional IRA for 2025 - (7,000 - 0 after 1/1/26) [Name]'s Traditional IRAs - did you recharacterize any contributions to a Roth? - (no) [Name]'s Work Retirement Plans - are you covered by a retirement plan at work? - (no) [Spouse]'s Work Retirement Plans - is your spouse covered by a retirement plan at work? - (no) [Name]'s Traditional IRAs - did you contribute more to this IRA in 2024 or previous? - (no) [Name]'s Traditional IRAs - any nondeductible IRA contributions to your IRA from 2024 or before? - (no) [Name]'s Traditional IRAs - value of all IRAs on 12/31/2025 - this means an excess has been found, or it wouldn't ask [Name]'s Traditional IRAs - you had excess contributions of $495 - this happens to be equal to SE tax, i.e., my net income for Sch C after SE tax was $6,505   So, as you can see, I was asked about plans at work for me (you) and the spouse, right after the recharacterize question.   (4) Can you give us this same summary of your screens? I am sorry to ask, but since we in the Community cannot see your private tax data, we are at a disadvantage, especially when our tests don't work the same.

To enter depreciation for your rental property , you will need to do it in the section where you report the assets for your rental.  To get to that section in TurboTax:   Go to Wages and Income and select rental income Select Start or Update next to Rental Properties and Royalties (Sch E). Answer Yes to the question Did you have any income from rentals or royalties? Follow the on-screen instructions Enter your property information in the section called Expenses/Assets (Depreciation) Where do I enter income and expenses from a rental property?

Have you been all the way through the dependent interviews for both dependents?   It sounds like TurboTax does not currently have either child classified as a dependent that qualifies you for the Head of Household status yet.      Go back through the dependent interview in full.   You may want to delete the dependents and re-enter them.    It sounds like you qualify for the Head of Household status, so it seems something was either left unanswered or answered incorrectly.   The Head of Household status won't be an option until a dependent is fully entered, meaning you have to go all the way through the dependent interview before TurboTax will update your filing status.      Who is a qualifying person for Head of Household?      Do I qualify for Head of Household in 2025?