turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

The explanation for Line 54 of Part IX of Form 5329 is in my CA return. Why can't I see it in my US return?

It shows as a separate page titled Additional Information from 2023 California Tax Return Attachment.
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JulieS
Expert Alumni

The explanation for Line 54 of Part IX of Form 5329 is in my CA return. Why can't I see it in my US return?

Because TurboTax is designed so that information flows from the federal return to the state return, not from the state to the federal. That's how all tax software is designed because all state income tax returns are based on the federal return. 

 

If you already have a well worded statement, you can simply type it into the space for a statement on Form 5329. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies