CA 540NR Error

Forum|Forum|4 years ago
February 12, 2022
1 reply
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I'm trying to help my in-laws file their CA tax returns and I keep getting a message about Line 12-State Wages does not equal the sum of the CA wages entered on the Form W-2 worksheet. They are both retired and do not have a W-2. I looked at both the Federal and State worksheets I completed in TurboTax and I checked all the boxes stating they do not have a W-2. This might be one of the issues - they moved to Nevada in 2020 and have not contacted OPM regarding no longer being a CA resident so they still have CA taxes taken out of their annuity. I have entered 0 in box 12 of the 540NR form but it will not accept that amount. I would appreciate any suggestions on how to rectify this issue.

Best answer by kmtwood

Same issue. Dad retired. Moved to another State from CA. There is no W-2 data, but will not transmit until error corrected. Sending in with paper is not a solution, especially when I paid extra for e-filing

You'll never believe how I got it to work. Remove all number characters so that section is blank. I never entered the zero, it autofilled but after days of frustration I just removed everything and saved it and it finally transmitted to CA.

DaveF1006

Level 15

To clarify, have you mistakenly recorded W2 instead of a 1099R? Check your forms and see if there is a W2 form listed in your list of forms. Meanwhile, be sure you record the 1099R exactly the way it is listed on the hardcopies.

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kmtwoodAuthor

Level 2

I confirmed there is no W2 data entered. I will probably just print and mail in their returns instead of filing electronically. All 1099R data is entered as stated on the forms.

Thanks for your input and suggestions.