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Thanks so much for your reply.
Yes I locked the 2018 return after filing.
Tax Summary in 2019 (2y comparison) ties to 2018.
I use the General Information sheet and it looks fine as well.
I definitely think it has to do with the 10K haircut. I did figure out the math:
2018 program: on the State Refunds Taxable in 2019 worksheet, the program allocates state income tax and real estate tax to the 10K max based on relative percentage of actual total.
2019 program: on the State Refunds Taxable in 2019 worksheet, the program allocates 100% of the prior year real estate taxes to the 10K, then whatever is left is allocated to prior year state income tax. So the program is cherry picking which taxes were deducted in the prior year’s 10K max. This method is more favorable for the taxpayer in 2019.
What I’m not sure about is whether the new regs on the 10K limit permit the taxpayer to decide which taxes are deducted in the 10K. I suspect this is permitted, and that Lacerte is taking the most favorable route for the taxpayer, but I’m not sure. Have to research more. Thanks again.