Missing values in California Carryover Worksheet

Forum|Forum|1 year ago
April 14, 2025
1 reply
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Turbotax says I owe a penalty for underpayment of estimated taxes on my 2024 California return, despite the fact that my withholding and estimated tax payments far exceeded my 2023 California tax. I looked into the forms and saw CA form 5805 Part II, line 5 is empty. It is supposed to have 110% of the CA tax from my 2023 return. I double-clicked on it, and it took me to line 2 of the 2024 California Carryover Worksheet, which is also empty. The only fields populated on that worksheet are my name, SSN and line 9a. Why didn't Turbotax populate lines 1-8 on the Carryover worksheet from my 2023 CA return, or at least prompt me to enter the information?

AmyC

Employee

When you go through the program it would have asked questions that you can unfortunately skip right past. Since you have Forms mode, you can make a few entries there and head back to step by step to finish up and make sure the program catches it all. Then you can cancel any overrides you may have made.

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PF13502Author

I used forms mode to enter the missing numbers as you suggested, and that fixed my return.

I went back and walked through the state return step-by-step again. I did not find any questions that I had missed. Having worked as a software development manager, I can say this should be reported as a bug, and not automatically assumed to be due to user error.