TT 1040 Line 5b Pension Taxable Amount not Transferring to CA540 Line 14

I was entering my CA state return directly into the FTB website (since it's free) and came up with a much larger refund than TT calculated. CA lets me deduct 1040 Line 5b taxable pension/annuity income from my state tax. I can't determine how to do this using TT. Has anyone else run into this?

Thanks!

George

353

Level 15

Feb 19, 2022 10:02:00 PM

Why can you deduct the pension from CA? I'm in CA and don't know about that. What kind of pension is it? My husband is retired from the state.

Level 2

Feb 21, 2022 10:24:24 AM

I figured out the problem. It only transfers over in a three very specific instances, none of which apply. Dang it! At least I have an answer.

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TT 1040 Line 5b Pension Taxable Amount not Transferring to CA540 Line 14