I am in similar situation and would like to confirm. If I submit a federal schedule A and I take standard deduction for IRS but itemized for california, I only submit the federal schedule A to california but not to the IRS? So even though the federal form is IRS form I only need to send it to californiaYes.I am in a position that I can benefit if I do not itemize for Federal taxes and use Standard Deduction. But when it comes to CA taxes, I overwhelmingly benefit if I itemize. I also noticed there is a check box on Schedule CA (540) Part II Adjustments to Federal Itemized Deductions, which says:
Check the box if you did NOT itemize for federal but will itemize for California.
My question is: Can I use Standard Deduction for federal taxes but itemize for CA?
https://www.ftb.ca.gov/forms/2020/2020- ... structions
“ Part II Adjustments to Federal Itemized Deductions
Important: If you did not itemize deductions on your federal tax return but will itemize deductions on your California tax return, first complete federal Schedule A (Form 1040), Itemized Deductions. Then check the box at the top of Schedule CA (540), Part II and complete line 1 through line 30. Attach a copy of federal Schedule A (Form 1040) to your Form 540.”
In other words, you need to prepare a federal Schedule A in order to itemize on California return even if you use standard deduction on federal.
So wouldn't California be confused since they get a copy of federal tax return too but I took standard deduction then they see a schedule A attached?
Statistics: Posted by kareysue — Tue Apr 09, 2024 3:46 am — Replies 13 — Views 1707