BulldogTom Posted March 30, 2019 Report Posted March 30, 2019 My client has a large charitable carryforward from 2017. The deduction is limited again this year. Everything on the federal schedule A is correct. But the CA 540 CA Schedule is bringing the entire prior year carryover and not limiting it to the deductible amount. Anyone else have this problem? Anyone find a solution? The software will not allow an override of that field. The CA 540 CA was revamped this year, and I am sure there are not that many early returns with a limited charitable Carryover that is limited again. These are the returns you get in late March and April. Thanks in advance. Tom Modesto, CA Quote
grandmabee Posted March 31, 2019 Report Posted March 31, 2019 Same problem on the Oregon return. I have to override. I have submitted this error to ATX several times but not fix in sight. Quote
BulldogTom Posted March 31, 2019 Author Report Posted March 31, 2019 How did you override? I can't get access to the field in the form to override it. Tom Modesto, CA Quote
grandmabee Posted April 1, 2019 Report Posted April 1, 2019 On the Oregon Sch A it lets me override it. Not sure about CA. I just start typing and it asked if I want to override. Quote
BulldogTom Posted April 4, 2019 Author Report Posted April 4, 2019 Update - got an answer from support today. Basically they say "Yes, there is a problem, no, we don't know how or when to fix it.". Their solution: Override the field (not possible, the field is locked), or extend and wait for a form update to come, which will not be before the end of the year. There was a time, long long ago, when ATX actually had a support department. Tom Modesto, CA Quote
peggysioux5 Posted April 5, 2019 Report Posted April 5, 2019 I am having the same issue in the Drake software for CA. Odd that Drake and ATX has the same programming issue. Peggy Sioux Quote
joanmcq Posted April 5, 2019 Report Posted April 5, 2019 Extend the return and blame the new tax law/programming issues because of new tax law/gov shutdown/etc. Quote
BulldogTom Posted April 5, 2019 Author Report Posted April 5, 2019 53 minutes ago, joanmcq said: Extend the return and blame the new tax law/programming issues because of new tax law/gov shutdown/etc. Done. I spoke with the client, and because of the complexity of the return this year (sold a business, sold a rental, large charitable carryforwards) we decided that I would rather not do a messy looking adjustment on the 540 CA. He completely understands and agrees with me. I think he was more impressed that I knew this was wrong in the software than he was upset that we could not file quite yet. Tom Modesto, CA Quote
JRS Posted April 5, 2019 Report Posted April 5, 2019 20 hours ago, peggysioux5 said: I am having the same issue in the Drake software for CA. Odd that Drake and ATX has the same programming issue. Peggy Sioux Drake did a very large fix on today's update. My problem was with the 3805V . Rejected on Tuesday fixed today. Many Ca fixes. Quote
BulldogTom Posted May 30, 2019 Author Report Posted May 30, 2019 FYI, this is corrected in ATX. I am not sure when it got fixed, but I think sometime in the last week. The CA 540 CA is now pulling over the correct numbers. Tom Modesto, CA 1 Quote
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