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Returning Member
posted Feb 22, 2024 11:14:03 AM

I noticed there is inconsistency between 6251 line k and CA Schedule P line 9

I sold some previously exercised ISOs, so I need an AMT cost basis adjustment. I noticed that CA Schedule P line 9 has a two-dollar loss more than 6251 line k, which I assume is a rounding issue but leads to inconsistency between CA Schedule P line 9 and 6251 line k.

0 3 407
3 Replies
Level 15
Feb 22, 2024 11:30:21 AM

There are several sources that could affect the Schedule P line 9 entry you're seeing.

 

According to Line 9 – Adjusted gain or loss in the 2023 Instructions for Schedule P (540)

You will have an entry on this line only if you reported a gain or loss on California Schedule D (540), California Capital Gain or Loss Adjustment, or Schedule D-1, federal Schedule D, federal Form 4797, or federal Form 4684, Casualties and Theft, for income producing property that has a different basis for AMT than for regular tax. 

The difference you're seeing could be attributable to computations on any of these forms.  See the Instructions and calculation guidance for more information.

Returning Member
Feb 22, 2024 9:44:30 PM

Thank you for providing the information. The difference observed is minimal, only $2, and considering that I only have ISO stock basis adjustments, I don't believe the forms you mentioned would contribute to this variance. It appears there might be a discrepancy, possibly a bug in the system. Could you please advise on the appropriate steps to report this bug for resolution?

Level 2
May 2, 2025 8:14:16 PM

Did you ever resolve this issue?

 

Also how were you able to enter the value on Schedule P(540) line 9. For me TurboTax does put an entry on Form 6251 line 2k but not on the Schedule P form.

 

Thanks!