topic Re: CA State calculation bug in State tax filing

CA State calculation bug

justin_leung — Fri, 01 Mar 2024 21:48:00 GMT

2023 TurboTax Deluxe bug. In CA State 540 form, Line 18, software incorrectly uses Federal standard deduction value of $5285 instead of the correct CA state standard deduction value of $5363.

Re: CA State calculation bug

BillM223 — Fri, 01 Mar 2024 22:04:59 GMT

This does not happen in my test on the desktop software.

Are you using the desktop or Online product?

What are the values in lines 28, 29, and 30 on Schedule CA?

Re: CA State calculation bug

justin_leung — Fri, 01 Mar 2024 23:09:32 GMT

I am using TurboTax Deluxe 2023 for Mac

Application: 2023.r21.028

Values on Schedule CA, Part II:

Line 28: 0

Line 29: 0

Line 30: 5285

Thanks of investigating this.

Re: CA State calculation bug

BillM223 — Fri, 01 Mar 2024 23:21:22 GMT

Are you married filing separately or RDP filing separately? In this case, If your spouse is itemizing, then you must also itemize, which would cause TurboTax not to use the Standard Deduction.

FTB instructions for Form CA (540):

Line 30 – Amount from Line 29 or Standard Deduction

If your filing status is married/RDP filing separately and your spouse itemizes, enter the amount from line 29 (even if the standard deduction is larger).

If this is not it, come back and we'll look some more.

Re: CA State calculation bug

justin_leung — Sat, 02 Mar 2024 01:41:14 GMT

The filing status is single with total income $5.5k. Started a second return, filing status single, with income $1.5k and also see incorrect value on Schedule CA line 30.

Re: CA State calculation bug

BillM223 — Sat, 02 Mar 2024 03:09:20 GMT

Are you able to be claimed as a dependent? That changes the Standard Deduction. See "Standard deduction for dependents"