Other state tax credit and efiling attachments

Forum|Forum|6 years ago
April 23, 2020
3 replies
47 views

If you file a CA return and take a credit for taxes paid to GA. Islacerte attaching the GA return to CA when you efile?

Lacerte Tax

This topic has been closed for replies.

George4Tacks

Level 15

It has always been my experience (and assumption) that Lacerte does a good job at attachments for Schedule S. As a safety blanket, you can do the attachment yourself, just to be sure.

The answer may lie here. Maybe @IntuitBettyJo or @IntuitAustin could make ALL these links work https://proconnect.intuit.com/community/help-articles/help/other-state-tax-credit-faqs/00/5959 AND check on a true and correct answer to this common question

Answers are easy. Questions are hard!

E

ellenabelAuthor

Level 3

Per my discussion with lacerte today, lacerte does not automatically attach to the CA e-filed return the nonresident state return for the CA Schedule S.

itonewbie

Level 15

Just curious. Did you get any diagnostic at all for attaching the GA return?

---------------------------------------------------------------------------------Still an AllStar

itonewbie

Level 15

For states that require a copy to be manually attached, you should get a prompt in the critical diagnostic (based on my experience with PTO, which uses the same tax logic as Lacerte). As an example, since CO requires the other state's return to be manually attached, you will be prompted by a CD to do so.

---------------------------------------------------------------------------------Still an AllStar

IntuitBettyJo

Community Manager

Hi there,

Thank you for bringing this to our attention. I have submitted this to our content team and will update you accordingly.

Cheers!

Betty Jo

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