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P
Paul65
Level 2
February 17, 2020
Question

How to enter in Lacerte so annuity payment remains taxable to Illinois?

  • February 17, 2020
  • 2 replies
  • 26 views
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2 replies

G
garman22Intuit Community Champion
Intuit Community Champion
February 17, 2020

I use PS but shouldn't the 1099-R have code 7D on it?

    P
    Paul65Author
    Level 2
    February 17, 2020

    I enter 7 and D and it is still subtracted out for Illinois.

    G
    garman22Intuit Community Champion
    Intuit Community Champion
    February 17, 2020

    Thats weird. It "could" be a bug in Lacerte. I've done a few in ProSeries and had no issues. 

    @IntuitAustin Dont know if you service Lacerte. 

    D
    delreassoc
    Level 2
    March 2, 2021

    Has this problem ever been addressed and how do you enter this transaction?  Is it an addback as other to the Illinois Modifications?

     

    M
    maughact
    Level 5
    March 2, 2021

    I add it back under modifications.  Not sure why Lacerte hasn't addressed this issue.  Non-qualified annuities are taxable in Illinois.

      D
      delreassoc
      Level 2
      March 2, 2021

      Under Other is the only spot I found.  Thanks

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