Learner1
Level 3
06-30-2021
03:02 PM
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Okay, I arrived at the solution. For anyone who reads this after and is in a similar situation, you can fix this in screen 17.1 by essentially doublecounting as seen in the screenshot below:
You put in identical amounts, set the State to the State which return you need it to appear on, and crucially enter "S" for the source. The S flag bypasses the 8949 for that amount, so you do not double count it on your Federal return.
I still think this is something Lacerte should do automatically because it has all the information it needs to do so, but you can manually bypass it via this method.