Nick D
Level 2

Somehow this is STILL an issue on Oct 13, 2021.  I prepared a dummy return with a QSBS transaction.  If there is only the single transaction I can get the MA D-IS to be prepared properly without overrides but the Federal taxation of the Sec 1202 transaction is wrong.  It appears as though the transaction has to appear as taxable on the Fed return in order to get the D-IS to prepare correctly.  Yes - the disposition is entered correctly with the MA box checked for QSBS.

Lacerte fail?

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