One hour wait for help? Excluding 1099-R income from CA

Forum|Forum|6 years ago
December 7, 2019
1 reply
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Is anyone else experiencing hour wait times for a simple question? the chat service is closed and the reference number (as usual) goes no where. I have a TP who moved from CA to AZ and took a premature distribution but I don't know how to exclude the distribution from CA. Any suggestions?

Lacerte Tax

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Best answer by George4Tacks

Screen 13 - (I assume you are doing a multi-state CA & AZ return) -

I am reading that there was just one distribution and this was while in AZ. If so, at the top of Screen 13 in the Gray bar is Assign entries to Select AZ. If that does not cure your issue, add a comment below.

George4TacksAnswer

Level 15

Screen 13 - (I assume you are doing a multi-state CA & AZ return) -

I am reading that there was just one distribution and this was while in AZ. If so, at the top of Screen 13 in the Gray bar is Assign entries to Select AZ. If that does not cure your issue, add a comment below.

Answers are easy. Questions are hard!

A

alxAuthor

Level 2

Thank you for your response. I did assign to AZ but CA is still including the income. Any other suggestions?

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