Shared by several others in CA who asked to remain anonymous--
The DUCK Book-- a TCE Guide shared with me by several TCE volunteers from CA in hopes that it helps you. (Click Image) Here is a link for some corrections/errors found Taxslayer--Entering California-Health-Care-Coverage
https://support.taxslayer.com/hc/en-us/articles/360055454012-California-Health-Care-Coverage |
Shared by Susan--Thank you!!
Head of Household (HOH) - if filer is HOH, then you have to go into the state return and fill out an extra page in the personal information section. Choose a qualifying person (recommend using youngest), choose their relationship, enter the TP marital status. Renters credit - TS will prompt you for this credit. Mobile homes owners do qualify for it if they are paying space rent. Itemizing deductions - CA let's you itemize deductions like unreimbursed job expenses that are no longer allowed by the IRS. You enter them in the federal section with other itemized deductions. Generally, if TP has more than ~5K/10K (single/MFJ or HOH) in deductions it will be worthwhile to itemize for the state Other automatic adjustments, CA does not tax social security or unemployment income so those will be removed by TS automatically. Healthcare - CA has a shared responsibility payment. And there are exemptions. This is super cumbersome and I have to remind my preparers how to do it every year. You have to fill out two extra things for each person on the return. I don't have a doc for you, but could find or create if you really want it. One year the state also did it's own subsidy and reconcilation with ACA, but thank goodness they seem to have stopped that.
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