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C
Chris A
Level 2
February 28, 2022
Question

If a California LLC client with 2 members (50:50 owners) has an overpayment of 2021 CA PTE tax, how to apply this to 2022 PTE tax? If not, how to take direct deposit?

  • February 28, 2022
  • 1 reply
  • 9 views
We spent an hour with Lacerte representative who was unable to find the answers.
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1 reply

K
KarlIntuit Community Champion
Intuit Community Champion
March 6, 2022

I would truly bet that neither is possible...yet.

This is all so new with the recent cleanup via Senate Bill 113.  Lacerte's alerts from 2/23 say that they are waiting on FTB to finalize the forms regarding reordering the credits not to be subject to CA TMT, etc.

I would advise your clients to just take the refunds (via check if you aren't seeing a method for direct deposit).

They should have the check in time to turn back around as a payment by June 15th for the 2022 election payment.  The FTB isn't as backed up as IRS is.

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