CA IRA Deduction

Forum|Forum|4 years ago
February 10, 2022
2 replies
29 views

Proseries Pro 2020 is subtracting a spousal IRA contribution on California Sch Ca line 22. Doesn't show why or how it came up with that answer. Is there a way to find out where the calculation is coming from? It doesn't show a worksheet or a jump to a worksheet. Just a number sitting there. The spouse is not covered under a retirement fwiw. Frustrated with proseries that it's not easy to see where the numbers come fro

ProSeries Professional

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

I'll try and do a cut and paste like you did and post.

My screen shows:

Line 19 IRA Deduction ...... (column a) $2,400

Line 22 ... Disallowed IRA ........ (column b) $1,200

Does this explanation from TurboTax apply? How old is your spouse?

https://ttlc.intuit.com/community/taxes/discussion/disallowed-non-working-spousal-ira-contribution/01/2375946

Just-Lisa-Now-

Intuit Community Champion

If you right click on the adjustment, do you get Cross Reference option at all?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

TucoAuthor

Level 3

No. The cross-reference is grayed out.

qbteachmt

Level 15

The spouse doesn't have to be covered by a retirement plan, for the taxpayer to contribute to an account for the spouse. Have you looked at the amount entered that is for the taxpayer, to see if there is an Excess being allocated to the spouse?

Don't yell at us; we're volunteers

T

TucoAuthor

Level 3

I pointed out that the spouse is not covered, so it's not limited. Let me rephrase. Neither spouse is covered under an employer-provided retirement plan but the software is subtracting for the wife's IRA contribution on the state and I don't know why. The stupid software just plugs numbers in and doesn't let you jump to where the calculation is coming from. That's not the first time I run into similar issues where I can't see where the numbers are coming. Frustrating.

Just-Lisa-Now-

Intuit Community Champion

Ok, Ive got clients with a similar situation in 2020, (husband sole earner, self employed, wife didnt work at all) they each put 6000 into IRAs, but Im not seeing any adjustment for the IRA on the California CA....

Line 19 of the California CA is the IRA contributions (and I dont see any column for making adjustments to the IRA line, theyre greyed out), Line 23 is the total of adjustments from the lines above....are you sure its the spouses IRA thats being adjusted?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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