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D
Dodgerfan
Level 3
April 6, 2026
Question

For a California K-1(541) where do line 11 a Excess deductions on termination appear on form 540? I would expect the amount to appear on Schedule CA.

  • April 6, 2026
  • 2 replies
  • 9 views
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    2 replies

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    April 6, 2026

    Are they part of Sch A, Itemized deductions?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      I
      IntuitReneV4
      Level 2
      April 6, 2026

      Your expectations are correct. For California tax purposes, excess deductions on the termination of an estate or trust reported on Line 11a of a California K-1 (541) generally flow to Schedule CA (540).

       

      California did not conform to the suspension of miscellaneous itemized deductions subject to the 2% AGI floor under the Tax Cuts and Jobs Act. Therefore, excess deductions on termination are typically reported as a miscellaneous itemized deduction on your California Schedule CA (540), Part II, Line 21, Column C.

       

      Note: These are itemized deductions. They will only provide a tax benefit if your total California itemized deductions exceed the California standard deductions for your filing status. If you claim the standard deduction, these excess deductions from the K-1 will not reduce your California tax liability.

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