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nee_boxer
Level 1
April 14, 2023
Question

How do I get numbers into part-year california Sch CA-NR column E?

  • April 14, 2023
  • 2 replies
  • 27 views
client moved to CA during the year, and I need to allocate his interest income for the time period he was a CA resident.  I don't see anyway to do this in the software
This topic has been closed for replies.

2 replies

PatCatIntuitEmployee
Employee
April 14, 2023

Hello.  The program won't allocate anything based on dates in a state.

So you would have to source some of the interest to CA in the multi-state sourcing box.  Whatever amounts you determine should be California sourced would flow to column E.

The program will only pull amounts sourced to that state to the state only fields.

Regards.

Intuit_RSTaxMan
Level 4
April 14, 2023

Hi,

Please make sure to allocate the portion of the interest income to the state of CA.  You can do this by going to Interest Income Input Screen and allocate a portion or all the income to CA (instead of US). 

 

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