State Tax Error

[Myron Shepherd]

After filing my 2023 Ca. State taxes I noticed that my federal earned income was the same as the states. The issue with this is that I had $20K in Social Security benefit payments which are not supposed to be taxed. How do I get this corrected? 

[VolvoGirl]

I'm in California.  The taxable part of Social Security on 1040 line 6b is automatically subtracted from the CA return.  Should be on the adjustments page Schedule CA(540).  Where are you seeing it taxed on Calif?

[Myron Shepherd]

The state actually taxed 15% of my Social Security, not the entire amount

[VolvoGirl]

Calif should not tax any of it.  And federal only taxes up to 85%.

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

[VolvoGirl]

Did you enter SS in the wrong place?  Does the 20,000 show up on federal 1040 line 6a?  How much is taxable on line 6b?

[Myron Shepherd]

6a 20,154     6b 17,131.    This is the number that was used in the state forms

[VolvoGirl]

Ok I looked at my return.   6a & 6b are on your federal return.  $17,131 is  85% of SS that is taxable. So where are you seeing 17,131 on your California return?   It should be on your California Adjustments line 6