☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Oct 5, 2021 2:42:48 AM

My california state tax calculations are very wrong in turbotax desktop

The AGI in california return is a tenth of my federal AGI, leading to showing me a huge refund for california. I was hoping the software will correct itself but it is not. What should I do? I am sure if I submit in the current state, the state tax return will be rejected because of such a huge difference in AGI between federal and state return

0 4 1319
1 Best answer
Level 2
Oct 8, 2021 10:19:19 AM

I figured out the problem and the solution. So, last year I had got money from CA Paid family leave. That money is not taxable by California. Turbo tax had taken my full W-2 income as CA paid family leave. Once I corrected it, everything looked reasonable.

4 Replies
Level 15
Oct 5, 2021 4:32:30 AM

Better take another look at your own data entries from boxes 16 and 17 of your W-2's.

Level 15
Oct 5, 2021 4:42:13 AM

Also check the $$ in the state entry boxes in any 1099-R forms you might have.

 

One of the state pension issuers in CA, used to irresponsibly release 1099-R forms with the state boxes mis-numbered.....and you had to make sure you put the $$ in the properly numbered boxes in the TTX 1099-R software forms.

 

(I don't know if they are still messing up those forms or not)

Level 2
Oct 8, 2021 10:19:19 AM

I figured out the problem and the solution. So, last year I had got money from CA Paid family leave. That money is not taxable by California. Turbo tax had taken my full W-2 income as CA paid family leave. Once I corrected it, everything looked reasonable.

Level 15
Oct 8, 2021 2:39:51 PM

Yes ... you clicked the box in the W-2 section that indicated the W-2 income was from PFL but CA PFL  is not reported on a 1099-G  not the W-2. Glad you figured it out.