I elected to file standard deduction for federal but the state defaulted to itemized deductions

Forum|Forum|2 years ago
March 30, 2024
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How do I change the state (CA) filing to the standard deduction? I was able to do that in the Federal form, but the state form did not prompt for this and defaulted to itemized deductions.

Best answer by VolvoGirl

If you want to file the Standard Deduction for Calif (which is Single $5,363 or Joint 10,726) go back to federal and delete some deductions you might have entered like Medical, Taxes, Mortgage Int, Charity etc. Even if those are not used on federal they flow over to the state.

DesertDrifterAuthor

Looking at the form it says to enter the larger of the itemized deductions from Schedule CA (540) Part II, line 30 or the standard deduction. However, there is no Part II line 30 shown on the set of forms that is shown. It jumps from line 19 (under taxable income) to line 31 (under Tax).

VolvoGirl

Employee

I have CA. You are looking at the 540 return. You need to look at the California Adjustments on Schedule CA(540). It should be right after the 540 return. The extra CA in the name is probably confusing. This one.....

https://www.ftb.ca.gov/forms/2023/2023-540-ca.pdf

DesertDrifterAuthor

There is no Schedule CA (540) form. There is a schedule A form, but since I selected to use the standard deduction for the federal filing, the state should not look at Schedule A, right? The income was not high enough to need medical expenses which is why I filed the federal using the standard deduction.

mglauner

If your state defaulted to Itemized Deductions for you, it could be that your state is allowing some deductions that your Federal return did not, making itemized your best choice for your state return.

@DesertDrifter