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Level 3
May 13, 2022
Solved

CA Form 540 "What if worksheet"

  • May 13, 2022
  • 1 reply
  • 9 views

Is the CA Form 540 "What if worksheet" a calculating form?

I did a planner in 1040, when in the CA  planner, no federal #s transferred, so I input the CA figures, but the system still does not calculate tax liabilities.

There is a box on top of the "what if" form that says check this box to turn off Federal transfer of values. I made sure this box is unchecked.

Please help.

Thank you. 

 

This topic has been closed for replies.
Best answer by Dixie88

Thank you for respoonding.

1 reply

Just-Lisa-Now-
Intuit Community Champion
May 13, 2022

I find the what if worksheets rather clunky and frustrating to use.  If I have more than just one or two little tweaks I want to make, I use Save As and make a copy, uncheck the EF boxes on the copy, and use it for a "what if" situation or both fed and state.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Dixie88AuthorAnswer
Level 3
May 13, 2022

Thank you for respoonding.