Article: 50274

Overview

California provides a ‘pro forma’ version of federal Schedule A to support adjustments for state-only purposes. This form is used to generate data for Schedule CA (540), Part II, line 18 (itemized deductions).

Add the Pro Forma Schedule A

To add the Pro Forma Schedule A:

1. Go to the State taxes section.
2. Select I’d like to see the forms I’ve filled out or search for a form.
3. In the drop list, select California.
4. Select the Itemized deductions tab.
5. Select CA – Pro Forma Federal Schedule A to add and open the form.
6. Complete the form with your applicable information. Green-highlighted fields are system-generated. Override, if necessary, based on your federal Schedule A.
7. Click Save to apply changes.

Further Information

See the instructions for Schedule CA for more information.