Known Issues and Solutions e-file Program
This page contains workaround solutions for e-file returns available this tax year and past two years.
|Date Entered||Tax Year||Form Type||Issue Type||Impacted Program||Description of the Problem||Temporary Solution||Date Resolved||Resolution|
|02/02/2022||2021||Form 3514||Business Rule||Individual||Rule F3514-015 is not allowing a valid amount between $3,882 – $4,053 on the Form 3514 line 4 Investment Income. The rule needs to be modified to allow an amount up to $4,053.||File on paper until the next release.||2/24/2022||Corrected the business rule in the release in February 2022.|
|01/31/2022||2021||Schedule K-1 (565/568)||Schema||Business Entity||In the final federal Form 1065 instructions, for the federal Schedule K-1 field “I1 – What type of entity is this partner?”, the IRS has added instructions that state if the partner is a nominee that acts on behalf of more than one person, then the selection for that partner’s entity type on the federal Sch. K-1 should be “Nominee-M” with 'M' indicating multiple. The similar line A on the California Schedule K-1 (Forms 565/568) does not have an option for Nominee-M.||File on paper in the case of a nominee for “multiple” partners and attach a statement listing all the nominee is representing.||TBD|
|12/20/2021||2021||Schedule CA (540 & 540NR)||Schema||Individual||Schedule CA (540 & 540NR) Section B Column A line 8a Federal net operating loss does not allow a negative amount. Since this amount is a loss, it should be negative. Also, Section B Column A line 8d Foreign earned income exclusion from federal Form 2555 should also allow a negative amount.||File on paper or add the NOL amount and/or foreign earned income exclusion from Form 2555 to Section B Column A line 8z Other income.||1/24/2022||Corrected the schema in the release in January 2022. Do not use the temporary solution at this point.|
|12/20/2021||2021||Schedule CA (540NR)||Business Rule||Individual||Rule SCHCANR-050 is missing Section B column (E) lines 9b1 through 9b4.||File on paper||1/24/2022||Corrected the business rule in the release in January 2022.|
|12/20/2021||2021||Schedule CA (540 & 540NR)||Schema||Individual||Tax form changes for Schedule CA (540 & 540NR) were received after the Individual v4.0 release was published. There was a new change to shade Section C columns B & C Line 24e Repayment of supplemental unemployment benefits.||There should not be any amounts on line 24e columns B and C.||1/24/2022||Corrected the schema in the release in January 2022.|
|05/12/2021||2020||Schedule CA (540NR)||Business Rule||Individual||Publication 1005, Pension and Annuity Guidelines, instructions were revised regarding how to report an IRA deduction (IRA Age) on Schedule CA (540NR), Part II, Section C, line 19. This caused e-file returns to fail due to rules SCHCANR-068 and SCHNR-072 for columns D and E.||To exclude the line 19 [IRADeduction] from line 22 total [NetAdjustments], add the negative amount of line 19 to line 22 columns D or E [Adjustment].||12/22/2021||TY2020 – the temporary solution is the permanent solution.
TY2021 – Sch CA (540 & 540NR) Section C, IRA deduction line columns B and C was unshaded so taxpayers can now take the IRA deduction on this line.
|03/10/2021||2020||FTB 3849||Business Rule||Individual||Rule F3849-100 does not allow the exception for taxpayers who elected the alternative calculation for year of marriage and therefore, should enter zero on line 26 and skip lines 27 through 29.||File on paper||12/22/2021||TY2020 – the temporary solution is the permanent solution.
TY2021 – rule F3849-100 was modified to add an exception when Lines 35 or 36 column (a) [AlternativeHouseholdSize] is present.
|02/17/2021||2020||Federal Form 3903||Schema||Individual||The federal schema requires the [EligibilityRequirementMetInd] checkbox to be checked for Member of the Armed Forces on active duty; however, California does not conform to that federal law. California allows moving expense deductions for military and non-military members.||For non-military taxpayers, submit the form as a PDF attached to the California return. If unable to attach a PDF, then include a general dependency statement in the schema file with the information requested on IRS Form 3903.||12/22/2021||TY2020 – the temporary solution is the permanent solution.
TY2021 – New California Form 3913 and schema has been added for TY2021 which will allow filers to claim non-military moving expenses. New CAForm3913 schemas was added in Individual schema 2021v4.0