PeteTax
Level 2
05-19-2020
10:39 AM
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I was able to resolve the critical diagnostic. The issue was a user error.
The client was a CA resident with a multi-state W-2, and the spouse was a CA state W-2. The issue was that I automatically assumed that the spouse's income would automatically flow to the resident state and did not apportion the income in Box 1 to California. Unfortunately, the operation must be consistent, and even if the W-2 is sourced to California, you have to input the data manually. If you did not source the single state W-2, you would see the CA E-Filing error.
I hope this helps!