Chris A
Level 1
We spent an hour with Lacerte representative who was unable to find the answers.
0 Cheers
Karl
Level 8
Level 8

I would truly bet that neither is possible...yet.

This is all so new with the recent cleanup via Senate Bill 113.  Lacerte's alerts from 2/23 say that they are waiting on FTB to finalize the forms regarding reordering the credits not to be subject to CA TMT, etc.

I would advise your clients to just take the refunds (via check if you aren't seeing a method for direct deposit).

They should have the check in time to turn back around as a payment by June 15th for the 2022 election payment.  The FTB isn't as backed up as IRS is.

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