CA 109 Contributions State-specific Statement

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Because of ordering rules, the federal and state returns calculate different allowable deductions in a given year. Therefore, a state-specific schedule should be generated.

CA 109, Part II is reporting $37,226 on Line 19 and $31,997 on Line 20.

However, the statement attached to the CA 109 return pulls the federal amount. Jenni has to manually remove the line printing for state taxes.

The CA 109 statement for contributions pulls from the federal amounts rather than the state amount.

Because the CA 109 is paper filed, we manually correct the final copy provided to the client. But this is something that K1x should look into correcting because it's an error.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.