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chair20--
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I am working on my state refund for ca...IRA distribution adjustments? I don't understand it asks for distribution subtraction addition? why isnt it transfered from fed?

am I supposed  to reenter what i took out of my IRA| accounts I dont understand
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3 Replies
MarilynG1
Expert Alumni

I am working on my state refund for ca...IRA distribution adjustments? I don't understand it asks for distribution subtraction addition? why isnt it transfered from fed?

Because of Covid, taxpayers are allowed to report an IRA Distribution over a three-year period, if they choose.

 

Because Form 8915-E has not been finalized by the IRS, the reporting for this option in your Federal return is incomplete, and may be affecting your California return by asking for 'adjustments'. 

 

If this applies to you, click this link for info on How to Be Notified when Form 8915-E is Ready

 

Otherwise, you are correct that the 1099-R you entered in your Federal return should transfer to your California return and no adjustments are needed, so you could skip this section in your CA return. 

 

Click this link for more info on California Pension Adjustments

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baldy951
New Member

I am working on my state refund for ca...IRA distribution adjustments? I don't understand it asks for distribution subtraction addition? why isnt it transfered from fed?

I am getting an error message:

Check this entry: Schedule CA #4 IRA Distribution

MarilynG1
Expert Alumni

I am working on my state refund for ca...IRA distribution adjustments? I don't understand it asks for distribution subtraction addition? why isnt it transfered from fed?

California Schedule CA has not been finalized by the FTB.

 

 

 

 

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