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April 14, 2024
Question

State Tax Error

  • April 14, 2024
  • 2 replies
  • 0 views

After filing my 2023 Ca. State taxes I noticed that my federal earned income was the same as the states. The issue with this is that I had $20K in Social Security benefit payments which are not supposed to be taxed. How do I get this corrected? 

2 replies

VolvoGirl
Employee
April 14, 2024

I'm in California.  The taxable part of Social Security on 1040 line 6b is automatically subtracted from the CA return.  Should be on the adjustments page Schedule CA(540).  Where are you seeing it taxed on Calif?

April 14, 2024

The state actually taxed 15% of my Social Security, not the entire amount

VolvoGirl
Employee
April 14, 2024

Calif should not tax any of it.  And federal only taxes up to 85%.

 

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0