Not sure if there is a glitch in the software, but when I started to fill out my California State return, in the "Here's the income that California handles differently" I was able to see an option for Canadian RRSPs. However, after I inputted my information (by clicking the "Start" button beside that option I no longer see a way to edit/review it.
My refund totals do not look like they have changed from the time I was seeing the Canadian RRSP option and now, so I believe the information is in the software somewhere, but how can I confirm this or edit what was entered?
If using TurboTax Desktop, in FORMS, check your California Other Income Statement Worksheet, Line 26 (screenshots).
You can enter the amount directly on the Worksheet.
If not, you can Print/View/Save your return to review this worksheet.
If you don't see your entry, in the California interview, scroll all the way down to 'Other Adjustments' on the 'Income CA handles differently' page.
On the next screen, you can enter a description/amount.
Check the Investments Interest Dividends Adjustment amount on your California return for the Canadian RRSP entry.
Click this link for more info on California RRSP Adjustment.
Thanks @MarilynG1 , However, I'm still not seeing anything relating to Canadian RRSPs in that area.
When I started to do my return, it was there, along with HSA gains. After I inputted those, they just disappeared and I can't see them anymore. Below are screenshots:
After clicking "Revisit" for Interest and Dividends Adjustment, the following is what I get with no place to see what I entered for RRSP or to even input RRSP gains:
Are you in your California return? These are the screenshots from the top of the page and scrolling down to Investments.
Yes sorry I chopped off the top in the first screen shot above, but those are my options for California returns. The following is the full screen I see:
When I click on the Interest and Dividends Adjustment, I see the following with no line item that shows the RRSP gains I initially put in:
If using TurboTax Desktop, in FORMS, check your California Other Income Statement Worksheet, Line 26 (screenshots).
You can enter the amount directly on the Worksheet.
If not, you can Print/View/Save your return to review this worksheet.
If you don't see your entry, in the California interview, scroll all the way down to 'Other Adjustments' on the 'Income CA handles differently' page.
On the next screen, you can enter a description/amount.
Thanks for holding my hand through this. I did find the entry you pointed out and when I put in my unrealized gains in the box you highlighted, it did reduce my refund as expected.
I did however find another place where the RRSP gains can be inputted, and that is in the California Interest and Dividends worksheet. Do I need to input the unrealized gains on both these sheets, or just on one? When I input my gains on both sheets, my refund goes down twice as much as it would if I put it in one or the other.
No, make just one entry. You could use Interest/Dividend area if that applies.
I have the same issue as the original poster. The option to enter information for Canadian RRSP was there initially, but it has now disappeared. Yes, the information is available in forms view, but this option disappeared from step-by-step. I really don't know what has happened to TurboTax this year from a quality perspective. Will this bug be fixed?
Please click How to report foreign source retirement income tax credit from Canadian RRSP to see resolutions that have been posted.
The link you posted relates to federal returns. This thread is about the California State Return. The option to enter Canadian RRSP earnings has disappeared from the step-by-step view. Sure, it's possible to enter the information into forms, but TurboTax needs to fix this error in the step-by-step view. The option used to be there, but it has disappeared. When can we expect this issue to be fixed?
I had the same problem. I was able to find the entry by printing a copy of the return. The correct value showed up under column C of the California Income Adjustment Schedule even though it wasn't visible in the data entry segment .
I'm having the same issue, not being able to see my entries related to RRSP in the wizard when using the Online version. I'm not sure the solution here works for the online version - can someone clarify whether I am able to edit the forms in the Online version, or does this solution only apply to the desktop version? I can only see options to view and print the forms, but not edit. I don't know how to edit other than starting over from scratch with my state return.
To make things worse, I was on the phone with a tax "expert" for almost 2 hours to sort this out, and because she had no idea why we couldn't find the RRSP section, I ended up paying for filing just so we could see the forms. Now I paid, I see the forms, but I have no way to edit. This level of support is unacceptable. The bug should've been fixed immediately after being identified, and the advisors should have knowledge of it too, instead of spending 2 hrs on the phone trying to figure it out. This was my first experience with TurboTax, and after this I don't plan to ever use it again.
To edit the form in TurboTax Online, login to TurboTax and go to the left menu column click on Tax Tools, then Tools. In the Tools window click on the blue Topic Search button. In the search line enter the name of the entry you need to correct without quotes. Highlight the selection and click GO.
The topic search doesn't work. I get the message "This search feature isn't available for state returns. If you continue, we'll take you back to your federal return."
Again, how can I edit the RRSP sections if they are not showing in the wizard?
So this bug was known three months ago, during tax season, and still hasn't been fixed?? Today I thought I'd give up and just re-do my CA return from scratch... except I can't do that either! It just takes me through the first few questions, then back to the same summary that's missing the RRSP questions. There's no way to begin with a clean slate. At this point I'm tired of trying to fix it. I will file it knowing there is an error in the amounts I entered for gains and dividends (I accidentally double-counted dividends by also including them in the gains, so I'll be paying extra taxes on that amount, but there's no way for me to fix it - neither phone nor online support has been helpful). Never paying for Turbotax again.
This problem is still present in TurboTax 2022. It has now been over two years since the issue was originally reported. Why doesn't TurboTax seem to care about fixing its software?
Thanks for letting everyone know that they haven't fixed it. I did end up using turbo tax again last year, and was extra careful not to make a mistake in that section, in case I couldn't go back (and I was right, the bug was still there). Knowing it's still not fixed, I refuse to use turbo tax again, out of principle, even though I could manage again like I did last year. It's just unacceptable that it hasn't been fixed, and my experience with customer service was so atrocious the first year (several calls over two months, many hours on the phone over this issue). I even paid for the version that had them check over the final return, but the "check" is nothing more than seeing if there are errors. They don't actually look at your tax slips and receipts to make sure you entered things in the right places. I guess H&R Block will be getting my money this year.