I have additional income on 1040 Schedule 1 Part 1 line 8z. I think this is supposed to show up on CA 540NR Part 2 Section B line 8z, but it does not. Why?

[mikefla05]

Applies to TurboTax Deluxe 2021 returns

[GeorgeM777]

Because Schedule 1, Form 1040, line 8 includes multiple income items, can you tell us which item of additional income on your Schedule 1, Form 1040, is not reflected on your Schedule CA, Form 540 NR.  Knowing which income item is missing will assist us in focusing our search.  

@mikefla05

[mikefla05]

I have miscellaneous income on 1040 Schedule 1 Part 1 Line 8z (the last line of additional income).  This is carried forward to 1040 line 8 correctly, and it should appear on 540NR Part 2, B, line 8z but it does not.  Because of this, my 1040 AGI does not match 540NR Part 2, C, line 27 whereas the California instructions for 540NR clearly state it should match.

[BillM223]

Are you talking about CA (540NR)? The 540NR doesn't have a Part 2. 

[mikefla05]

I'm looking at it now.....

CA (540NR) Part II (income adjustment schedule), Section B (additional income), line 8 (other income).  My income from 1040 Schedule 1 8z should appear there.

When you said 540NR doesn't have a Part 2 what did you mean?  It is printed on the form in Roman numerals 'Part II' but I referred to that as Part 2.  Same thing.

[mikefla05]

Oh just a minute.... I think I see now.  It is the CA (540NR) Schedule I am referring to, not the 540NR Form

[EdEB925]

I'm seeing the same issue in the California Schedule California Adjustments - Residents Form CA(540).  Part I Income Adjustment  Schedule > Section B - Additional Income > Line 8z Other Income is not transferring from IRS Form 1040 Schedule 1 Additional Income and Adjustments to Income > Part I Additional Income > Line 8z Other Income.

As a result, I have a mismatch in total income between the IRS and California forms.

[Os4]

I am having a similar problem.

[Os4]

I am wondering if you are working on this issue. If so, do you have any idea when it might be resolved?

[swordfeng]

Same issue here. Schedule CA 540 Section B line 8z should have the same value as federal Schedule 1 line 8z according to instructions. Do we have someone looking into this?

[mikefla05]

@BillM223  so it's been nearly a week.  Are we going to see any action on this?  Others are having the same problem.  I was eventually able to speak on a video call to a TurboTax agent. She understood the problem, but like everyone else was powerless to fix it directly or communicate with whomever does the actual software coding at TurboTax.  After several days she emailed me back and asked me to try again (assuming the CA forms had been updated somehow) but it made no difference.  Today she emailed again and advised me to file a paper  California return.  Seriously.  So this means no-one at TurboTax can fix this???  I've already paid for my electronic TurboTax state return and guess what.... once you've paid you can't get a refund even if you don't file.  So... some feedback that a fix is in the works (or not) would be very helpful before I go out and buy an envelope and postage stamp.  And perhaps TurboTax could do the responsible thing and refund my state filing fees?

Thank you.

[mikefla05]

Well - another week and no reply.  Just in case anyone is reading this thread here's what I did this week:

1) Completely deleted all federal and state info and started from scratch

2) The federal part looks the same and computed correctly as before

3) The California 540NR questionnaire looked a bit different this time in regards to allocation of dividends and capital gains, so something has changed behind the scenes with this form, HOWEVER.....

4) Additional income from 1040 Schedule 1 is *still* not being copied over to Schedule 540NR, which was my original problem.

Sigh.  I guess its time to file a paper return, and I bet I will never get a refund from TT for my useless state return.

And one other thing... TT sent me an email about the case number for my call to their helpline live person.  I held off doing a response to that until today so I could give the system time to get fixed.  But since it isn't fixed, it's time to do my review.  So I clicked on the link and it said the window for replying has expired (its only been 6 days!).

So TurboTax is throwing up roadblocks all the way to reporting and getting bugs fixed.  I am frustrated and frankly disgusted.

[EdEB925]

I spoke to product support this week on the corresponding issue with CA 540. Similar response; known issue with no workaround. No commitment to fix. Will check again for updates at the end of week. This may end up being the first time in over 20 years that I need to find a new way to file my state taxes.

[mikefla05]

Very interesting.  Known issue but no workaround?  If you do a paper return, copying the additional income from 1040 Sch 1 to Sch CA540 or 540NR is trivial.  So how come this is so difficult to fix? Unbelievable.

I bought an envelope and stamp and filled out CA540 manually.  Like you, first time doing a paper return in 20 years.

[EdEB925]

Downloaded the latest updates. Issue for CA (540) is resolved.