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Level 1
March 25, 2022
Question

Lacerte not apportioning income in year of move from CA to CO

  • March 25, 2022
  • 1 reply
  • 3 views

Despite following the input instructions, Lacerte is not apportioning income between CA and CO according to the dates lived in each state. Any ideas??

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1 reply

Level 10
March 25, 2022

LC doesn't calculate income amounts by state. The preparer calculates it and needs to input separate line items for each type, assigning the state/US to each line item.