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Level 2
posted Dec 9, 2023 5:42:10 PM

How to Add California Schedule R - Apportionment and Allocation of Income to state 100S

I am a Florida S-Corp doing business in California so I need to complete the CA state S-Corp return, 100S. I have income that is sourced in both Florida and California. However, when I complete the CA 100S, it is counting all of my income as if it is source in California. In my research I see I need to complete a California Schedule R - to apportion the income. But that is not one of the schedules available. How do I add it to my CA 100S return?

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1 Best answer
Level 2
Dec 9, 2023 6:54:36 PM

Many THANKS "Tagteam" for quicky sharing that answer and list of forms.  That is a great resource. I would have never of found that. Much appreciated!

5 Replies
Level 15
Dec 9, 2023 5:55:15 PM

See https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotaxbusiness_ca_windows_scorp.html

 

Schedule R is supposed to be available on or before 1/26/2024

Level 2
Dec 9, 2023 6:54:36 PM

Many THANKS "Tagteam" for quicky sharing that answer and list of forms.  That is a great resource. I would have never of found that. Much appreciated!

Level 2
Dec 10, 2023 7:48:25 PM

Follow-up question @Anonymous_, I need to also file 2021 and 2022 California S-corp and purchased those extentsions as I did for 2023. Understand I need to wait for 2023, but how do I download the "Schedule R - Apportionment and Allocation of Income" for 2021 and 2022?. It also does not appear in the list of forms for  either year.

 

Also when 2023 Schedule R is ready, will it automatically install with that current update, or do I also have to download that as well?

 

Again, MANY THANKS, for you kind assistance.

Level 15
Dec 11, 2023 7:04:00 AM

It should if you pay for the California S corporation state return.

 

If not, you should contact Support.

 

How do I contact TurboTax? (intuit.com)

Level 2
Dec 11, 2023 7:12:53 AM

Much appreciated @Anonymous_. Unfortunately the schedule R did not download for either 2021 or 2022. I will give customer service a try.  MANY THANKS!