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Level 5
April 4, 2021
Question

is Lacerte and IRS ready to accept 2020 e-filed fed and CA returns with UI or PUA

  • April 4, 2021
  • 1 reply
  • 6 views

The calculations for returns with unemployment appears to be working if you check the box to apply the ARP Act on screen 3. 

Some returns are now  below the 150,000 threshold when they were not before so I know the calculations changed. 

Is it safe to e-file CA returns with UI /PUA ?

Thank you

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1 reply

George4Tacks
Level 15
April 4, 2021

Look at the CA Schedule CA to see that the adjustments are correct. All should be good with the world in mean California. 

Answers are easy. Questions are hard!
LSTAXAuthor
Level 5
April 4, 2021

The calculations appear correct to me.  I heard you don't want to rush this since they may not let you amend.