Question

I have additional income on 1040 Schedule 1 Part 1 line 8z. I think this is supposed to show up on CA 540NR Part 2 Section B line 8z, but it does not. Why?

Forum|Forum|4 years ago
February 16, 2022
2 replies
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Applies to TurboTax Deluxe 2021 returns

TurboTax Deluxe Online

Because Schedule 1, Form 1040, line 8 includes multiple income items, can you tell us which item of additional income on your Schedule 1, Form 1040, is not reflected on your Schedule CA, Form 540 NR. Knowing which income item is missing will assist us in focusing our search.

@mikefla05

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mikefla05Author

I have miscellaneous income on 1040 Schedule 1 Part 1 Line 8z (the last line of additional income). This is carried forward to 1040 line 8 correctly, and it should appear on 540NR Part 2, B, line 8z but it does not. Because of this, my 1040 AGI does not match 540NR Part 2, C, line 27 whereas the California instructions for 540NR clearly state it should match.

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BillM223

Are you talking about CA (540NR)? The 540NR doesn't have a Part 2.

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swordfeng

Same issue here. Schedule CA 540 Section B line 8z should have the same value as federal Schedule 1 line 8z according to instructions. Do we have someone looking into this?

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mikefla05Author

@BillM223 so it's been nearly a week. Are we going to see any action on this? Others are having the same problem. I was eventually able to speak on a video call to a TurboTax agent. She understood the problem, but like everyone else was powerless to fix it directly or communicate with whomever does the actual software coding at TurboTax. After several days she emailed me back and asked me to try again (assuming the CA forms had been updated somehow) but it made no difference. Today she emailed again and advised me to file a paper California return. Seriously. So this means no-one at TurboTax can fix this??? I've already paid for my electronic TurboTax state return and guess what.... once you've paid you can't get a refund even if you don't file. So... some feedback that a fix is in the works (or not) would be very helpful before I go out and buy an envelope and postage stamp. And perhaps TurboTax could do the responsible thing and refund my state filing fees?

Thank you.

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mikefla05Author

Well - another week and no reply. Just in case anyone is reading this thread here's what I did this week:

1) Completely deleted all federal and state info and started from scratch

2) The federal part looks the same and computed correctly as before

3) The California 540NR questionnaire looked a bit different this time in regards to allocation of dividends and capital gains, so something has changed behind the scenes with this form, HOWEVER.....

4) Additional income from 1040 Schedule 1 is *still* not being copied over to Schedule 540NR, which was my original problem.

Sigh. I guess its time to file a paper return, and I bet I will never get a refund from TT for my useless state return.

And one other thing... TT sent me an email about the case number for my call to their helpline live person. I held off doing a response to that until today so I could give the system time to get fixed. But since it isn't fixed, it's time to do my review. So I clicked on the link and it said the window for replying has expired (its only been 6 days!).

So TurboTax is throwing up roadblocks all the way to reporting and getting bugs fixed. I am frustrated and frankly disgusted.