Hi and welcome to Just Answer!
Please provide additional information about your adjustments.
Here is Schedule CA (540) fo 2009 - https://www.ftb.ca.gov/forms/2009/09_540ca.pdf
Please take a look at your 2009 tax return and post here line numbers and amounts in each column.
I will help you to determine the exact reason.
Customer: I am pulling out the files now...
Sure - take your time. I may need to ask additional questions - so keep your tax documents handy.
Customer: I have it out.
Customer: Can I snap a picture of it and email you?
I may not accept email from you. However - you may place an image here.
Customer: Sweet. Just a second.
Sure - take your time. Be sure remove all personal information.
Customer: I'm using my iPhone at the moment. I don't see a way to upload my picture. I'll just start typing.
Customer: 01 2
Customer: 01 2, 72 0, 408 0, APE 0
Customer: 06 0, 73 0, 409 0, FS 0
Customer: 09 0, 74 0, 410 0, 3800 0
Customer: 10 0, 75 0, 411 0, 3803 0
Customer: 12 54668, 76 0, 412 0, SCHG1 0
I am not clear... I need only form Schedule CA (540) fo 2009,
It starts with line 7 - what do you have on line 7?
Customer: 14 0, 77 0, 413 0, 5870A 0
Customer: Oh. Let me see. Sorry.
form Schedule CA (540) for 2009 - there are three columns:
- line 7 (A)=196; (B)= zero (C)=zero - is that correct?
Customer: No. Just says "7  x 98 = $196"
Customer: I filed this married Jointly.
Customer: Im looking at form " 540 C1 2009"
Customer: I filed with TaxSlayer.com. If that helps.
Customer: Line 7 is under "exemptions."
Customer: That year- I was an Ohio resident and my Husband is a California resident.
You wrote - The reason is "You did not provide substantiation for the income adjustments claimed on your Schedule CA (540), Califonia Adjustments - Residents"
I just need to see that form... Do you have it?
Customer: I don't have it I guess. I had printed it all out, but I don't see it here.
which forms do you have with your 2009 tax return? Just list all forms.
Customer: W-2s, 1040EZ, 8453-OL, 540 C1 sides 1 & 2, CA form 3582, and Ohio IT 1040.
At this moment - we only looking at CA tax forms...
So - you used only form 540 - which is California Resident Income Tax Return.
3582 is Payment Voucher and 8453 is e-file Return Authorization - so we would not look at these forms.
As you told that you were a nonresident - you should not use form 540 for your joint tax return - but instead - should use form 540NR - here how it looks - https://www.ftb.ca.gov/forms/2009/09_540nrlong.pdf
Please verify if you actually used form 540 or 540NR?
Customer: As stated, "540 C1 2009"
Customer: I had help with this, but I didn't know about that. But it shouldn't matter, I was (and he was) Active Duty military.
If you were Active Duty military - your residency is based on you home of record?
Customer: Right. Mine was OH and his CA.
Customer: I did not.
If you want to claim yourself as a nonresident - you need to use form 540NR - seems that was the issue...
Form 540 that you used is for residents only.
Customer: Figures I'd screw up a tax return. Is there a way to fix this...like H & R block or somebody?
Any tax preparation service may help. What you need to do - amend your CA tax return - form 540X.
And be sure to attach form Schedule CA (540NR) - and subtract your income from total because you were nonresident in 2009.
I will give you references to these forms. just a sec...
Customer: Thank you so much. It's appreciated. I'll get on this. Have a great day.
Customer: Wonderful. Thank you.
To summarize - you prepare your tax return as if you both are residents - but included only income of your spouse. To correct the issue - you need to use form 540NR - report all income and then - adjust it by subtracting your income - that is the purpose of Schedule CA (540NR).
So seems as there was a mistake - and here the way to correct it.