CA resident RDP, NY NR

Forum|Forum|4 years ago
June 10, 2022
1 reply
9 views

How do I file a MFS-RDP CA return in Lacerte? And additionally, both RDP's file NR NY returns, and will need to attach to CA to get the OSTC. I'm not sure what combination of client files/splits need to be made to make this work.

Lacerte Tax

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Best answer by George4Tacks

I have done this, but it appears NY and CA can be filed the same as RDP/joint or RDP/separate.

That means you can probably just use one Lacerte file if they file joint.

https://proconnect.intuit.com/support/en-us/help-article/form-1040/allocate-amounts-multi-state-individual-return/L2oI1HNmM_US_en_US?uid=lek8btn8

A

Anonymous

did you figure out how to do the New York return for RDP? I have that exact situation. CA resident, NY part year. and RDP.

George4TacksAnswer

Level 15

I have done this, but it appears NY and CA can be filed the same as RDP/joint or RDP/separate.

That means you can probably just use one Lacerte file if they file joint.

https://proconnect.intuit.com/support/en-us/help-article/form-1040/allocate-amounts-multi-state-individual-return/L2oI1HNmM_US_en_US?uid=lek8btn8

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