Stuck in loop on CA file a return

2 replies
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When filing CA return, TurboTax asks me to add info (name, SSN, address), screen "Check This Entry", text "California Information Worksheet: Taxpayer's SSN should not be entered directly", and loops over.

ig78Answer

Level 2

Called tech support, got the issue resolved.

For everyone who has the same issue:

- Open "Forms", find "Personal Info Worksheet" in CA forms
- Delete all info from fields in red, just let them empty (address was autofilled in my case, but that's ok)

- Go to "Easy steps" and continue filing; the missing info will be auto-populated from Federal forms

ig78AuthorAnswer

Level 2

Called tech support, got the issue resolved.

For everyone who has the same issue:

- Open "Forms", find "Personal Info Worksheet" in CA forms
- Delete all info from fields in red, just let them empty (address was autofilled in my case, but that's ok)

- Go to "Easy steps" and continue filing; the missing info will be auto-populated from Federal forms

ronaldcox3883

Level 4

had same issue with 2024 return (as of 2/3/2025). Cleared prefilled data and issue resolved. Can't file yet since Fidelity stock info not available until Feb. 8th.