CA 540NR Sch CA and 3801 issues

Forum|Forum|3 years ago
March 18, 2023
7 replies
40 views

I am a NV resident and I need to file a CA 540NR for rental properties I own in CA. TurboTax is saying I can't e-file my CA nonresident return because the Federal amount reported on the Form 3801 (side 2, column D) needs to match the Federal column on the 540NR Schedule CA (section B, Line 5) for amounts from rental properties. I believe the Schedule CA (540NR) is AFTER passive loss adjustments and the Form 3801 is BEFORE passive loss adjustments. These amounts will never match and they did not match on my 2021 return, which I e-filed. Please advise how to fix so that I can e-file my return. Thank you.

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DaveF1006

Level 15

It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions:

If using the online version of Turbo Tax:

Click on Tax Tools in the left menu bar
Click on Tools>share my file with agent
press ok and you should get a token number

We will then be able to see exactly what you are seeing and provide a solution.

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ldvanamanAuthor

Level 2

Hello,

I appreciate Turbo Tax looking at this California diagnostic error. I have shared the file with the agent.

To be more specific, below is the diagnostic I am getting for California:

The return is ineligible for electronic filing. If the amount of Fed Net Inc/Loss from Schedule E activities on Form 3801 doesn't equal the Federal amount of Rental real estate, royalties, partnerships, S corporations, trusts, etc. on Schedule CA (540/540NR), then the return must be printed and mailed.