I am having a real problem with Louisiana Individual returns. I have a Texas client who gambled in Louisiana. When I go in to do the LA state return, it is treating ALL of his income as Louisiana-based. I have marked 2 for non-resident but it does not change the situation. It tries to generate a resident's return. Thank you for your help.
I figured it out with a lot of trial and error. In the general section of the federal return, you have to check multistate return and indicate that Texas is your state of residence. For the Louisiana return, you have to use the pull down indicate it is Louisiana income. The same applies to State withholding. This will generate a non-resident return for Louisiana. This is not as user friendly as ProSeries.
Thank you for your help!
Good to hear you figured it out. For your future reference, here are the articles that provide detailed instructions on how multi-state returns should be coded. Had I known what you were after, I could have saved you some time for trial and error.
Tax products are either form or input-screen driven. Lacerte/PTO belong to the latter and have a steeper learning curve. Which type is better is a personal preference. If PS serves your needs, I can understand why you like that better. But Lacerte is designed to be more versatile (and PTO benefits from it because it uses the same engine). For example, if your clients' returns include international elements, Lacerte/PTO would be a better choice.
Have a great weekend!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
