Chris A
Level 1
02-28-2022
10:57 AM
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We spent an hour with Lacerte representative who was unable to find the answers.
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Level 8
03-05-2022
07:31 PM
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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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