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ProSeries Frequently Asked Questions

California Individual CA IRA Adjustments Smart Worksheet, Line B May Not Include IRA Contributions

Products Affected:

  • ProSeries/California Individual
  • ProSeries Basic/California Individual

Situation

On Schedule CA, CA IRA Adjustments Smart Worksheet, line B does not include the IRA contributions amount when the federal deduction is calculated on the Social Security Benefits Worksheet.

Workaround

On Schedule CA, in the CA IRA Adjustments Smart Worksheet, override the incorrect IRA contributions amount on line B with the correct IRA contributions amount.

This situation has been reported to our development team.

Tax Year: 2007
Last Updated:  11/04/2008

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