https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/california-passthrough-en...

Yes, I saw that after the fact, but it does not directly answer the question - does the Lacerte Tax Planner make these calculations?

I have not tested it.

Based on that other discussion, I truly doubt that it does. You can post it as a suggested improvement at https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604 but don't hold your breath waiting for any of these ideas to be implemented. I could not find a similar idea posted there. 

Spreadsheets will be our friends.

Unless TaxTools that George @George4Tacks , Anna @abctax55 , and others recommend does these calcs. Don't know if it does state stuff.

CFS TaxTools is based in CA, and their California tax planner is rather good.

I haven't checked to see how/if it's handling this newest CA wrinkle.

@amec 

You can download & use the software as a demo; consider giving it a try.

taxtools.com  

Thank you! I'll give that a shot.

@amec 

And let us know how it works, please.. 😊

CFS Tax Tools does seem to work. It is limiting the credit based on the CA TMT.

Thanks for reporting back.

@amec 

That's good info, thanks for the follow-up.   Guess I better down load the update & start some number crunching 😁