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How do I find the amount not allowed on federal of mortgage interest to put on CA state? TT says I got the standard deduction.

 
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IreneS
Intuit Alumni

How do I find the amount not allowed on federal of mortgage interest to put on CA state? TT says I got the standard deduction.

The mortgage interest you entered on your federal will flow automatically to your CA return (regardless of whether you itemized or took the standard deduction.  You don't have to do anything else to enter it.

Your mortgage interest will appear on line 8a or the CA Schedule CA.

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4 Replies
IreneS
Intuit Alumni

How do I find the amount not allowed on federal of mortgage interest to put on CA state? TT says I got the standard deduction.

The mortgage interest you entered on your federal will flow automatically to your CA return (regardless of whether you itemized or took the standard deduction.  You don't have to do anything else to enter it.

Your mortgage interest will appear on line 8a or the CA Schedule CA.

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

How do I find the amount not allowed on federal of mortgage interest to put on CA state? TT says I got the standard deduction.

Why would it ask me for an amount in the state return?
IreneS
Intuit Alumni

How do I find the amount not allowed on federal of mortgage interest to put on CA state? TT says I got the standard deduction.

If you're referring to the screen "How CA handles mortgage and Home equity interest,"  it is asking for ADDITIONAL mortgage interest that was NOT entered on the federal return.  If you click on the LEARN MORE link on that screen, the instructions say:  "Enter the amounts you did not deduct on the federal return that were limited. This would be on the amount of the loan over $750,000 (but not over $1,000,000) plus any amount of home equity loan interest you paid.

Since you entered your mortgage interest on the federal return, you do not have to do anything additional.
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How do I find the amount not allowed on federal of mortgage interest to put on CA state? TT says I got the standard deduction.

It would make more sense to just ensure all the mortgage numbers are entered in the Federal, use only what is allowed there and transfer the gross amounts to the state for proper treatment.  Thanks for the answer!
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