Cincinnati return for part-year resident - Lacerte tax

Forum|Forum|5 years ago
May 10, 2021
1 reply
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Client moved from CA to Cincinnati, OH on 9/15/20, so part-year residents for both states. On the Cincinnati return, how do I get the dates to print on page 1 and how do I get the "first year filer" box to be checked.

Lacerte Tax

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B

Bobby200

Level 4

Go to Code 54, Taxes, then Ohio Cities. If not already done, Add "Cincinnati" to the city list (left side, middle pane).

Once added, the 2nd box is "Part Year Resident". Add the date TP moved in. As for "First Year Filer", scroll down the same screen to "CIncinnati" (Just above Income subsection). First box is First Year Filer is first box.

Also, as an aid, on the actual Cincinnati form, put your cursor on the area you cannot find, right click, and often it will take you to where you need to go. In this case, both will take you straight to those entry locations.

Good luck.