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TP was a part-year CA resident in 2022.
2023 TP is a CA resident. How do I indicate this is Lacerte?
There are amounts on the CA ES worksheet on Line 5a so that says to me that the program assumes that 2023 will be another nonresident year.
Follow up edit:
Would Intuit Tax advisor be a better tool for handling this question? (I have not yet purchased that product as there are numerous improvements that seem to be in queue, based on the suggestions I see in that topic thread.)
Best Answer Click here
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Use Screen 7, change estimate options to "1" (100% of 2023) then go down to "California Adjustments" to increase 2023 income amounts.
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Follow Up
After 75 minutes of assistance (being on mute hold for about an hour of that) she told me that I have to wait for the 2023. And that answer is unacceptable because 1) I still think there is a solution and 2) it is really saying that Intuit doesn't want to fix it.
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1) I provided a 'solution'
2) I can't imagine the software being programed for such an unusual scenario
3) Use the prior year safe harbor for the estimates, inform the client that they'll owe more next April but to keep their money working for them.
(oops.... buffering b/s.... I see you gave me a solve, thanks. Hope you can make it work)
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Thank you. I'm grateful for your expertise.
