In CA state return, Investment Income Expenses are not showing up as a deduction in the generated forms

[junaid-shahid]

In my CA state return, I have put HSA maintenance fees as Investment Income Expenses using the instructions from https://ttlc.intuit.com/questions/3772418. From what I understand, it should be showing up as a deduction in the CA return, but when I look at the forms generated by TurboTax at the end, that doesn't seem to be happening. What could be the reason for the deduction to not be present there?

[TerryA · Accepted solution]

Miscellaneous itemized deductions get a 2% of AGI haircut on Schedule A line 26. So unless the sum of them exceed that 2% amount then they don't count in the total itemized deductions.

[junaid-shahid]

I understand the 2% AGI limit applies for the federal return, but does it apply to the California state return as well?

[TerryA]

Yes, same thing.