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Level 1
January 15, 2026
New

california real estate withholding

Related products:Lacerte
  • January 15, 2026
  • 1 reply
  • 1 view

A Real Estate withholding will NOT SHOW UP ON the tax return unless you enter a "1" for Form 592-B or a "2" for Form 593.  Lacerte, please add this is MANDATORY data entry or the credit will not be on the tax return!  There is no diagnostic about this either!

Location:  Individual detail,  Line 54 "Part-Yr/Nonres.Information;  click on California Real Estate & Other Withholding" in General information section at the Top.  First box MUST BE CHECKED!

Lacerte, please confirm you will make this change going forward!

thank you!

 

Diane

1 reply

Level 10
January 17, 2026

I'm glad that you have suggested this improvement.  I bet CA preparers are their biggest clients, and I think we need to make more noise to ensure good California tax returns.