Qualified Charitable Deductions and California Form 540 (CA)

Forum|Forum|6 years ago
March 31, 2020
2 replies
32 views

Client has QCD for Federal return, how is this handled for California return? Do I add back the amount of the 1099-R Distribution to the Additions to Federal Income, and then increase the amount of Charitable Contributions on the Schedule A calculation on the Adjustments Pages?

Thanks in advance for your answer(s).

ProSeries Professional

This topic has been closed for replies.

Best answer by itonewbie

No adjustment is needed for QCD on the CA return.

R&TC §17501 stipulates that, except as provided, CA conforms to Subchapter D of Chapter 1 of Subtitle A of the IRC, under which §408 resides. Since that section does not included any special provision for §408(d)(8), no adjustment would be necessary.

Just-Lisa-Now-

Intuit Community Champion

I was under the impression that CA conformed to the Feds on this (Ive never adjusted for it)...but I dont have a cite for you.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

itonewbieAnswer

Level 15

No adjustment is needed for QCD on the CA return.

R&TC §17501 stipulates that, except as provided, CA conforms to Subchapter D of Chapter 1 of Subtitle A of the IRC, under which §408 resides. Since that section does not included any special provision for §408(d)(8), no adjustment would be necessary.

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