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Level 3
July 19, 2024
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CA Form 540, Schedule CA Adjustments missing sufficient details.

Related products:Lacerte
  • July 19, 2024
  • 0 replies
  • 3 views

We need a worksheet that provides more details on California Schedule CA, Section B,

line 1: Interest

line 3, Dividends 

5: Rental real estate, royalties, partnerships, trusts, etc. 

The program does not provide any details on how it arrives at the adjustment for California. When the adjustment is caused by multiple changes, we have to spend a considerable amount of additional time creating worksheets to recalculate and verify the Lacerte figures.