CA adj for divs from eligible fedl agencies.

[batty2]

I initially forgot to enter the amt when entering federal divs.  Then when working on state, I remembered, so I went back to fedl & entered the amt. Quite high amt at $399.  This did NOT INCREASETHE TURBO TAX STATE REFUND AMT.  Why not?

[MarilynG1]

Check your California Interest and Dividends Adjustment Worksheet, Line 1.  The subtraction for interest from a US obligation may already be showing there. 

If not, check your Federal Schedule B, Interest Income Smart Worksheet, Box 3 entry, which would carry the interest over to your CA return as a subtraction.

If you're using TurboTax Online, clear your Cache and Cookies, after verifying your Federal entry is correct.  

Here's instructions for California Adjustments.

@batty2 

[batty2]

Thank you for the answer.  However, it did not answer the question.  The fedl agency funds were already reflected in Turbo Tax. As I stated before, I entered the amount through the fedl instructions as soon as I realized I had omitted it.  So I didn't need to find it in the Turbo Tax forms.  I knew it was already there.  My question was, why didn't entering that amount increase my refund.

The answer is that I overpaid my state taxes by having a part of my IRA distributions go to state withholding.  That amount, plus the Exemption Credit (540, Line 32) means that I actually get a full refund of the withholding - either with or without the federal agency funds.  (I am expert in Excel and have a tax spreadsheet which calculates all this.  It is much easier for me to see results on the spreadsheet, and to do "what-ifs".  That's how I finally saw the result of including the fedl agency funds or omitting them.)  It turns out that the refund can't increase due to the fedl agency funds, because it's already a full refund of my withholding, even without the fedl agency funds.  Franchise Tax Board will not refund more than the full amount of withholding.