sariscpa
Level 4

The saga continues with the 2024 3804-CR. The form is now showing the incorrect amount on line 4 for the carryover to 2025, although the correct amount being used is on form 540 line 44. The problem comes from also having a credit for taxes paid to other states. Form 3804-CR is (erroneously, I think?) reducing the amount of credit claimed this year by the OSC (only on the 3804-CR, not on the main tax return.) Interesting: this also happened RETROACTIVELY to the 2023 software (but not 2022.) So the 2023 Proseries return in my software is not what was actually filed on 4/15/24. I called Proseries and they said that this was due to a retroactive law change. They could not say what that was, only that the only way the software would change retroactively is due to a law change. Also of note, the 3804-CR and instructions are not yet available on the CA website. It says "coming soon." So #1) watch your carryovers from 2023. #2) This time there is no way to override the Schedule P credit statement to get the correct amount to show up on the form as we did in 2022. #3) Does anyone know what this retro law change is?

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