Question

CA Adjustments form Line 6 Itemized deductions from Fed Forms

Forum|Forum|6 years ago
February 22, 2020
1 reply
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CA Adjustments form Line 6 says it should be the Itemized Deductions from Fed Form.

It is NOT pulling from FED form Schedule A Line 17 TOTAL ITEMIZED Deductions (which does transfer to Fed form 1040 line 9).

Instead for some reason it is transferring in effect from Fed form "IRA Information Worksheet".

I took a ROTH IRA distribution Lets say $12,000 in 2019. On this IRA Info Wkst the Basis for the ROTH IRA in 2015 was lets say $48000. So the $48000 - 12000 = 36,000.

The $36,000 is what is being transferred to CA Adjustments form Line 6.

I am sure of this because I change the $48,000 on the IRA info Wkst and the CA Adj Line 6 changes.

I think this SHOULD be the Fed Schedule A line 17 actual Itemized deduction total. but if I override is it going to give me an error at time of filing on-line (which I have already paid for).

IS THIS AN error in the CA filing form????

C

chshteamAuthor

Called in and after excellent support found that I had checked the box that this ROTH IRA was no longer in existence at end of 2019. SO I used the remaining amount in the IRA (the 36,000) as an IRA expense.

Clicked the box to IRA still exists at end of 2019 and all was solved.