I believe I found an error in my TTax DeLuxe 2016.The FTB D(540) says, just below the title line, "Do not complete Schedule D (540) if your California gains (losses) are the same as your federal gains."The program generated the form anyway. I tried to get into the TTax error reporting forum, but they have an old email address and no apparent way for me to fix the error.I found this after I concluded that I could not use CalFile (FTB efild application) because my return included a D(540)and printed and mailed in my return.This raises a second complaint. In earlier years it was relatively simple to print a state return for mailing and feel confident that you'd included everything required. This year they are so hung- up on getting the extra $30 for e-filing the return for you that they make mailing in a copy a challenge.Did anyone else experience this?baumgrenze
In earlier years it was relatively simple to print a state return for mailingNo problem at all here. E-filed Fed, mailed in state (not CA). Select Print, "All official forms required for filing", and then uncheck 2016 Federal Tax Return and Check 2016 State Tax Return. Easy peasy, including mailing instructions.
I neglected to observe that TTax did place an "X" in the box on line 13 of the 1040, but right clicking on the X for help could have linked here for a clearer explanation:https://www.irs.gov/publications/p17/ch16.htmlExceptions to filing Form 8949 and Schedule D (Form 1040). There are certain situations where you may not have to file Form 8949 and/or Schedule D (Form 1040).Exception 1. You do not have to file Form 8949 or Schedule D (Form 1040) if you have no capital losses and your only capital gains are capital gain distributions from Form(s) 1099-DIV, box 2a. If any Form(s) 1099-DIV you receive have an amount in box 2b (unrecaptured section 1250 gain), box 2c (section 1202 gain), or box 2d (collectibles (28%) gain), you do not qualify for this exception. If you qualify for this exception, report your capital gain distributions directly on line 13 of Form 1040 (and check the box on line 13). Also use the Qualified Dividends and Capital Gain Tax Worksheet in the Form 1040 instructions to figure your tax. You can report your capital gain distributions on line 10 of Form 1040A, instead of on Form 1040, if you do not have to file Form 1040. thanksbaumgrenze
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