CA Charitable Contribution Carryover

Forum|Forum|4 years ago
March 11, 2022
1 reply
23 views

Client has a California NOL and charitable contribution carryforward from the prior year.

The NOL was not completely used, so the contribution is not deducted on the K-1. Got it. But I would expect the Contribution Carryover to then show up on the General Info. worksheet as a carryover to 2022. Do I need to be concerned that it's not there?

Lacerte Tax

This topic has been closed for replies.

Best answer by Karl

@sjrcpa California NEVER follows federal. 😉

K

Karl

Intuit Community Champion

Very interesting. I'm in CA. Just checked my one client who has charitable contribution carryovers (although not from a K-1). My carryovers DO show up on General Info. I would if there are different limits on passthrough charitable contributions? I wouldn't think so.

Does the carryover show up on the worksheets of charitable contribution carryovers?

If not, I'd call Support and raise this as a software bug that needs to be fixed.

I'm sorry you're having to deal with this. But good on you for watching in such detail to make sure your clients reap full tax benefits across years!

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*

sjrcpa

Level 15

Did it get "converted" to part of the NOL carryover. There's a federal rule where this happens. I always have to look it up. Not sure if CA follows federal.

The more I know the more I don’t know.

K

Karl

Answer

Intuit Community Champion

@sjrcpa California NEVER follows federal. 😉

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*

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