kalo5asmi
Level 1
12-07-2019
06:55 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thank you but that doesn't seem to affect the result. To elaborate, client has $113,150 in taxable IRA distributions--$67,600 in MT and $45,550 in AZ all coded by state in screen 13.1. Lacerte apportions $75,433 to MT based on 8/12ths period of residency--.66666667 whereas AZ receives $45,550 based on the state entry coding. This inconsistency results in an overstatement of $7,833 of pension income on the state returns. I want Lacerte to include MT income by state coding on screen 13.1 not by using some formula allocation.