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- ITA - How to add State Tax payments to Pre-Strategy Baseline 12/1/25
ITA - How to add State Tax payments to Pre-Strategy Baseline 12/1/25
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strongsilence
Level 11
Monday
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How are state tax payments added to Pre-Strategy Baseline?
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strongsilence
Level 11
Monday
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SOLUTION:
Add new activity. Select W-2. Input the total CA income tax withholding in the State Withholding Adjustment field.
COMMENT: This is not intuitive, awkward and not specific to the income source. As a result, I don't have a lot of confidence in this solution. It needs to be fixed.