Can I use CalFile for CA tax return if I have a rental home and use Schedule E?

Jules
Jules Member Posts: 19 Level 2
edited April 10 in Filing my taxes

I thought I used CalFile successfully last year, and I have a rental home with Schedule E. Then I saw we couldn't use CalFile free if we have Schedule E or some other forms. Any thoughts about this? Do I have to file on FreeTaxUSA and pay the $14.99 for the state return?

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  • knittingfun
    knittingfun Member Posts: 55 Level 5
    edited April 10

    On the CalFile website it lists that having a schedule E as something that 'disqualifies' you from using it. So I don't think you can use it this year. (I link the reference and page below)

    If you want to file a schedule e with Turbo, it looks like you'd have to pay for their $139 package.

    Paying $15 to file your CA taxes with FreeTaxUSA sounds way cheaper, so it's probably your best bet.

    "Do not qualify: Claiming income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc. (federal Schedule E)"

    https://www.ftb.ca.gov/file/ways-to-file/online/calfile/calfile-qualifications.html

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