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eff2
New Member

Medical expenses deduction reaches CA state threshold but not federal. Turbotax CA State isn't picking it up

I've itemized deductions on the Federal return. 

My total medication expenses don't exceed the 7% income threshold for inclusion at the federal level. 

But they do exceed the 4% of income threshold on the CA State return. 

Following instructions in the CA State wizard, I went back to Federal medical expenses entry and added numbers.

But the CA state return doesn't show any change. 

I already tried deleting my CA State return and doing it again. 

I don't seem to be able to access and edit any forms directly from the TurboTax UI; only to delete forms. 

Since there's no interface on the CA State return around medical expenses deduction, I'm out of ideas about how to trouble-shoot this. 

I think this is worth a few thousand dollars for me...yikes! I appreciate any help

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1 Reply
LeticiaF1
Employee Tax Expert

Medical expenses deduction reaches CA state threshold but not federal. Turbotax CA State isn't picking it up

TurboTax transfers data from your federal return to your state return. Before you begin troubleshooting your state return, go back through your federal return and make sure everything is correct.

 

After you review your federal return, select the State Taxes tab and review the state section. Pay close attention to the information, especially if you have made changes to your federal return. There might be new sections that need to be completed. 

 

Troubleshooting common federal to state transfer issues


 

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