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Question

For CA state taxes under the topic of "other Interest and Dividend Adjustments"

Forum|Forum|11 months ago
April 14, 2025
1 reply
0 views

For CA state taxes under the topic of "other Interest and Dividend Adjustments", it asks for

#1) "RIC capital gains earned (in Federal income) ____.

#2) "RIC capital gains distributed (not in Federal income) ____.

Do I need to find and enter these amounts or is it already carried over from my imports in Federal taxes?

Employee

No, these amounts should be carried over from your federal return.

You would only enter capital gains reported for the specific types of investments listed below for these questions. Also, the instructions from California indicate that you would enter only capital gains that were earned in one year and distributed in a later year.

The types of Regulated Investment Companies (RIC) are as follows:

ETF (Exchange Traded Fund),
REIT (Real Estate Investment Trust,
UIT (Unit Investment Trust).

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