Is Turbotax Business 2023 for Windows up to date on Cal. Schedules P and R (Allocation of Income)? The program won't compute; requires overrides to enter data.

zygomat · ‎March 25, 2024

PatriciaV · ‎April 2, 2024

Yes, TurboTax Business includes Schedule R (Apportionment and Allocation of Income) and TurboTax for individuals (Form 1040) includes Schedule P (Alternative Minimum Tax and Credit Limitations). Both forms are up to date and available for filing.

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zygomat · ‎April 5, 2024

The forms may exist but there is a bug on Schedule R in that Part A, line 1, columns (a) and (b) do not total to the bottom, resulting in no percentage allocation being populated in line 2, resulting in a lack of allocation between California-source and non-source income. These can be overriden, but a return with overrides cannot be filed electronically. How do I notify Turbotax of this bug to get it fixed?

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Is Turbotax Business 2023 for Windows up to date on Cal. Schedules P and R (Allocation of Income)? The program won't compute; requires overrides to enter data.