Passive Loss Carryforwards California Return

[KeshaH]

Since you still have access to your 2023 TurboTax program, I suggest saving the new tax file as it is right now and then using that file to transfer to a new tax return in your 2024 program. That would be the easiest way to ensure that you've transferred the correct file to 2024. Then you can review the carryovers and depreciation schedules to confirm the correct amounts are showing for California. 

If everything transferred over properly, then we would know that it was an issue of TurboTax finding and transferring the wrong 2023 file. If that's the case, I'd recommend making sure you only save the final version of your return's tax file on your return to avoid transferring incomplete or incorrect data to the next year.

[chriscolten]

I do not think that this is the issue.  I will do as you suggested to rule it out and then if that does not fix the issue, I will need this case to be escalated so that I can get this fixed and my tax return filed.

Also, your suggestion did not give instructions on how to replace the current 2023 tax file with the most recently saved file.  

In the future, when you offer a suggestion, please give step by step instructions on how to execute the suggestion in the Turbo Tax program.  This will prevent customers from having to get through several AI gatekeepers to get a live person on the phone to figure out how to try to fix the issue that I (as the customer) is having. 

It is frustrating that I am several weeks into this issue with no solution in sight.  Sounds like aI need to take my business elsewhere next year.

[chriscolten]

I spoke to your customer service, I can not switch an imported tax file without starting over.  I am not going to start my tax file over on a hunch that you have.  My tax file worked for my federal return (from the same file that you think is incomplete).  The issue is your state program.  Please have your programmers fix the bugs so that the passive loss carryforward and the depreciation works correctly so that I can finish the return.

[nocilor]

I'm also encountering the exact same issue.  turbotax didn't include the passive loss from 2023. This is a serious issue.

[PatriciaV]

This experience has been reported to our development team and should be resolved with the update scheduled for Friday March 7, 2025. Because updates are released after business hours Pacific time, we recommend waiting until the day after to run Review again.

Note that TurboTax Online is automatically updated after midnight on form release dates. TurboTax for Desktop is updated when you first open the program.

We appreciate your patience while your concerns were addressed by our programmers.

@nocilor 

@chriscolten 

[stevefeder]

It'a March 8, 2025.  My California Passive losses are also still not showing up.  Please get this fixed.

[email address removed]

[stevefeder]

I am having the same problem with CA passive losses.  It's March 8, 2025.  The March 7, 2025 update did not fix the problem.

[email address removed]

[Tom FR]

I will add my voice to the chorus.

It is March 8th and I too have the same problem with the California application.  This is not a new issue and it is not limited to passive loss carryovers.  There are other items that the California application does not import from previous years and it is very frustrating.

[nocilor]

A few observations:
If you try to "search" within the generated PDF, some forms are NOT searchable. Try use the bookmark pane on the right to go to a specific form you are looking for.
Also, in order to State calculation to work properly, when TT shows the  California (or which every state)  and a "Edit" button, make sure you tap the "Edit" button to actually go into the State section; then manually go through everything.

[Tom FR]

This reminds me of an issue I had a few years ago regarding imported data.  TT does not have the capability of re-importing data from the previous years return.  If there is a need to do this then the only way is to delete the return you are working on and start all over.  This "fix" that supposedly occurred may help those people who have not started their return yet but may not work for us unless we start all over again.  Let's see what the TT expert has to say about this.

[stevefeder]

Not resolved.  Please help.  It's now March 17th

[YearYear]

I experienced the same issue with CA filing. I entered the prior depreciation wrong once, and there is no way to correct it. I tried to go back to Fed return, removed the rental property completely, and re-entered the data, but the system still remembered my wrong input. Now, the current deprecation is way too high. 

It took me a while to find this post.  I suspected it might be a bug in the software. Turbo Tax, will this issue be resolved soon? Today is 3/23.

[claudejharris]

When will you correct the issue that CA 3801 forms are not picking up carryforward figures?  As the other person suggested, this is a big problem having to go an override every property and other forms to keep the figures moving forward.  For this one year, maybe not a huge deal, but will this then affect all other years into the future?  Millions of people rely on Turbo Tax accuracy, and this needs to be address immediately.

[FileMyTaxesAI]

For some reason I was not able to search for form 3801 in Chrome on my 2024 return, but was able to on 2023. Very odd.  That led me to this post. After going page by page, it turns out TT Online at least for CA does include this.

May want to check this page by page or if you feel lucky you can have  Gemini compare your pdf's, and tell you what things are missing or might be different between your 2023 and 2024 tax pdfs.

[achung 123]

I have a more urgent issue.  I sold a rental property in 2024.  Turbo tax is not carrying forward prior year passive loss (nothing shows up on form 3801 line1c).  As a result, prior year passive loss becomes a reconciliation item (additional income in CA) against federal return.  Does anybody know how to overwrite and put prior year passive loss back into form CA form 3801?   Thanks.