LSTAX
Level 4
02-25-2023
10:52 AM
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Taxpayers moved from CA to NY in October 2022 - sold CA house, bought NY house. I entered the dates they lived in CA and in NY and the date moved out of CA to NY on screen 55.011 "State Part-Year/Non Resident Information". Lacerte does not seem to be allocating the state income based on the percentage of year residents in each state. Should it? If so, what could be my entry error be and if not, how do I allocate? Do I need to go into each income item and enter the amount of each income item based on the percentage for CA and then for NY?
Thank you!
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