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June 30, 2024
Question

Turbotax reported my CA tax withholding incorrect as I got letter from IRS with correct with holdings. How can I confirm turbotax CA tax with holding amount?

  • June 30, 2024
  • 2 replies
  • 0 views

Use desktop version of TB hoem & business for 2023.

 

Where can I find CA tax with holding reported by turbotax and how to confirm whether it is correct or has mistake.

 

2 replies

Employee
June 30, 2024

Look at your California form 540 lines 71-73 to see all of your tax withheld. Compare with your forms. 

June 30, 2024

Yes, line 71 on 540 is incorrect in my turbotax tax forms. It is different than box 17 of my W-2. HWhy did turbotax made thsi mistake?

 

DoninGA
Employee
June 30, 2024

@aroraanish wrote:

Yes, line 71 on 540 is incorrect in my turbotax tax forms. It is different than box 17 of my W-2. HWhy did turbotax made thsi mistake?

 


TurboTax can only report what the user of the software entered or that was imported.  Look at the W-2 you entered in Forms mode.  Box 17 probably shows an incorrect amount.

Did you import the W-2 or enter the W-2 manually?

DoninGA
Employee
June 30, 2024

The IRS does not send any type of letter concerning state taxes withheld.

If you are a California resident then the letter was sent by the California Franchise Tax Board (FTB)

 

Click on Forms.  When in Forms mode click on Tax Payments on the left side of the screen.  This will open the Tax Payments Worksheet which shows all the federal and state tax payment you reported on your tax return.

June 30, 2024

I had tax withholding on W-2 as well as 1099-NEC. CA tax board didn't see my 1099-NEC with holding.

turbotax is correct. Why CA tax board didn't see 1099-NEC? How to convey to them this info now?

 

DoninGA
Employee
June 30, 2024

California should also have a copy of the Form 1099-NEC with the state taxes withheld in box 5 of the form.

 

You will need to contact the CA FTB and speak with an agent to get this problem corrected.

Go to this website for contact phone numbers - https://www.ftb.ca.gov/help/contact/phone-fax.html