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- For a California K-1(541) where do line 11 a Excess deductions on termination appear on form 540? I would expect the amount to appear on Schedule CA.
For a California K-1(541) where do line 11 a Excess deductions on termination appear on form 540? I would expect the amount to appear on Schedule CA.
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2 Comments 2
Just-Lisa-Now-
Level 15
04-06-2026
07:39 AM
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Are they part of Sch A, Itemized deductions?
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IntuitReneV4
Intuit Alumni
04-06-2026
11:55 AM
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Your expectations are correct. For California tax purposes, excess deductions on the termination of an estate or trust reported on Line 11a of a California K-1 (541) generally flow to Schedule CA (540).
California did not conform to the suspension of miscellaneous itemized deductions subject to the 2% AGI floor under the Tax Cuts and Jobs Act. Therefore, excess deductions on termination are typically reported as a miscellaneous itemized deduction on your California Schedule CA (540), Part II, Line 21, Column C.
Note: These are itemized deductions. They will only provide a tax benefit if your total California itemized deductions exceed the California standard deductions for your filing status. If you claim the standard deduction, these excess deductions from the K-1 will not reduce your California tax liability.
