The investment fees are not being picked up on the ca itemzied deductions. Is there an error in lacerte?

Forum|Forum|6 years ago
December 7, 2019
5 replies
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Lacerte Tax

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Best answer by George4Tacks

It does show up on the Schedule CA, line 21, page 3.

It does NOT show up on the California Schedule A.

This is how it is supposed to work. Weird, but true. Where else but in California.

Kathi_at_Intuit

Moderator

Where have you entered this in Lacerte?

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M

mkpriveraAuthor

Level 2

Schedule A investment expenses

Kathi_at_Intuit

Moderator

I do not believe that there is an error in Lacerte. I entered it in the State Miscellaneous Deductions (Subject to 2% AGI limitations)> Investment expense [A] and it is flowing to my Sch CA, line 21, page 3 and has a statement for it.

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Kathi_at_Intuit

Moderator

I would see if it happens in another file.

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George4TacksAnswer

Level 15

It does show up on the Schedule CA, line 21, page 3.

It does NOT show up on the California Schedule A.

This is how it is supposed to work. Weird, but true. Where else but in California.

Answers are easy. Questions are hard!

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