Adjustments and Differences to Income and Itemizing
The information below identifies situations that MAY require manual entries on a CA return. For most returns, none of the information in this section requires action by a counselor. If you know there’s no need to enter information in the State Section, ignore that section of TaxSlayer.
- While California generally follows federal tax law, there are some situations where it differs – see FTB Pub 1001, Supplemental Guidelines to California Adjustments (available only electronically).
- When these differences lead to adjustments on the CA return, the adjustments are listed on CA Schedule CA.
- An example is Social Security benefits, taxable up to 85% on the federal return, but not taxable by CA.
- In TaxSlayer, viewing CA Schedule CA requires seeing the PDF for the entire state return.
- Select the State Section (left navigation bar) and click the small printer icon.
- In most cases, TaxSlayer automatically makes the appropriate adjustments based on the federal forms.
- Where TaxSlayer does not automatically do this, the word “manually” is used below, to indicate that you must make entries in TaxSlayer.
- Verify all entries on CA Schedule CA if that form appears in the PDF for the tax return.
Manually Entering Income Differences on CA Schedule CA
On the State Section main menu page, select “Additions to Income” or “Subtractions from Income.”
- The total of the addition(s) and the total of subtraction(s) on these two TaxSlayer pages will appear separately on CA Schedule CA Part I, Section B line 8z.
- It’s impossible to make a manual TaxSlayer entry that posts to any line in Part I of CA Schedule CA other than Section B line 8z.
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