Incorrect CA State standard deduction on CA540 when there is a ROTH distribution.

cciancio15 — Thu, 12 Feb 2026 03:20:40 GMT

The CA State Standard Deduction on CA540 form is incorrect when there is a 1099-R for a ROTH Distribution. When the 1099-R form is deleted, the CA Standard Deduction is correct--i.e., Single -$5,706 and MFJ - $11,412.

Re: Incorrect CA State standard deduction on CA540 when there is a ROTH distribution.

MonikaK1 — Mon, 16 Feb 2026 18:45:54 GMT

In order for us to troubleshoot this issue, you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Desktop users:

From the black bar at the top of your screen, select Online
Click Send Tax File to Agent
Click Send on the message that pops up
TurboTax will create a "sanitized" copy of your return information with no personal info
Post the full token number here in this thread

Here are the instructions for TurboTax Online users:

Go to the black panel on the left side of your program and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

We will then be able to review your file to see what you are seeing, and we can determine what is going on in your return and provide you with a suggested resolution.

topic Incorrect CA State standard deduction on CA540 when there is a ROTH distribution. in State tax filing

Incorrect CA State standard deduction on CA540 when there is a ROTH distribution.

Re: Incorrect CA State standard deduction on CA540 when there is a ROTH distribution.