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April 12, 2024
Solved

Stuck in loop on CA file a return

  • April 12, 2024
  • 2 replies
  • 0 views

When filing CA return, TurboTax asks me to add info (name, SSN, address), screen "Check This Entry", text "California Information Worksheet: Taxpayer's SSN should not be entered directly", and loops over. 

    Best answer by ig78

    Called tech support, got the issue resolved.

     

    For everyone who has the same issue:

    - Open "Forms", find "Personal Info Worksheet" in CA forms
    - Delete all info from fields in red, just let them empty (address was autofilled in my case, but that's ok)

    - Go to "Easy steps" and continue filing; the missing info will be auto-populated from Federal forms 

    2 replies

    ig78AuthorAnswer
    April 15, 2024

    Called tech support, got the issue resolved.

     

    For everyone who has the same issue:

    - Open "Forms", find "Personal Info Worksheet" in CA forms
    - Delete all info from fields in red, just let them empty (address was autofilled in my case, but that's ok)

    - Go to "Easy steps" and continue filing; the missing info will be auto-populated from Federal forms 

    Employee
    February 4, 2025

    had same issue with 2024 return (as of 2/3/2025). Cleared prefilled data and issue resolved. Can't file yet since Fidelity stock info not available until Feb. 8th.