Level 10

25658

Forum|Forum|2 years ago
December 5, 2023
4 replies
13 views

The following diagnostic is generating: In Client Information [Screen 1], the question 'Multi-St / NR Bene?' has been answered NO, however this return has a beneficiary that is not a resident of California. If you want to generate state information for the nonresident beneficiary, you must answer YES to the 'Multi-St / NR Bene?' question and use state identifiers in the data detail to designate income and deductions as originating with this state. Question: Can this diagnostic be bypassed to allow e-filing? Comment: Lacerte - it would be help for preparers to know which diagnostics can be bypassed by us.

S

strongsilenceAuthor

Level 10

In the case of a beneficiary in Nevada, no state income taxes are filed and there is no Nevada K-1. So this critical diagnostic is irrelevant. I would like to bypass it when e-filing.

Lacerte - it would be help for preparers to know which diagnostics can be bypassed by us.

sjrcpa

Level 15

If the CA return has a nonresident beneficiary, shouldn't the answer to the question be Yes?

The more I know the more I don’t know.

S

strongsilenceAuthor

Level 10

Hi @sjrcpa (new photo! gone is the purple hair?)

I don't want to generate state information, so I don't want to answer Yes. No Nevada K-1 is needed. A Nevada K-1 doesn't even exist so I don't think the answer must be yes.

Answering yes doesn't seem to produce any form that would be needed by Nevada.

And I think this diagnostic is generic and should be more narrowly defined.

And I want to avoid the additional State REP fee.

S

strongsilenceAuthor

Level 10

Update:

I chose Yes and no NV information is produced. So the diagnostic was not relevant in my case.

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