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Why is CA 540NR L83 not recognized? Why is CA 540NR expecting L81 to not be zero?

Forum|Forum|6 years ago
June 1, 2019
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TurboTax is incorrectly ignoring CA 540NR Line 83 (Form 592-B).

I had to 'trick' TurboTax by moving the withholding amount to CA540NR Line 81 California Income Tax withholding. This is technically wrong...since no W-2 nor 1099 was issued.

TurboTax Deluxe Windows

Best answer by TerryA

It's important to enter the Calif Form 592-B information correctly:

Enter the Calif tax on Form 592-B in the federal return first:

Federal Taxes tab
Deductions and Credits
I'll choose what I work on
Scroll down to Estimates and Other Taxes Paid
Select Other Income Taxes
Under Other Income Taxes Paid in 2018 is
Withholding not already entered on a W-2 or 1099 <Start>
Enter the $$ withheld in the State box (round to nearest dollar - don't enter pennies) and select California from the dropdown

In TT/Calif click through until you get to the screen Take a look at California credits and taxes, under Payments and withholding select Real Estate and Other Withholding. Check the 592-B Box and you will be shown an image of the form to input the data for electronic filing. This will "sync up" the "other withholding" coming from the federal return and treat it properly on the Calif return.

T

TerryAAnswer

Employee

It's important to enter the Calif Form 592-B information correctly:

Enter the Calif tax on Form 592-B in the federal return first:

Federal Taxes tab
Deductions and Credits
I'll choose what I work on
Scroll down to Estimates and Other Taxes Paid
Select Other Income Taxes
Under Other Income Taxes Paid in 2018 is
Withholding not already entered on a W-2 or 1099 <Start>
Enter the $$ withheld in the State box (round to nearest dollar - don't enter pennies) and select California from the dropdown

In TT/Calif click through until you get to the screen Take a look at California credits and taxes, under Payments and withholding select Real Estate and Other Withholding. Check the 592-B Box and you will be shown an image of the form to input the data for electronic filing. This will "sync up" the "other withholding" coming from the federal return and treat it properly on the Calif return.

B

bettassociAuthor

Thank you. I see how this achieves the desired end result. However, the withholding was through an S Corporation. California FTB indicated the withholding should be reflected on the Federal K-1, Line 12 code = S. In either case, an additional conversation with CA FTB will be required to complete the process.