Lacerte auto-fills the residence information on page 1 of Form 505, but in "dates of residence" puts "none" to "none." If I then override those dates to the actual dates taxpayer was alive - 1/1/-7/11/20 (which is already input in date of death section), it still generates a non-resident return, but then eliminates the standard deduction. I don't think either of these can be correct. And for the life of me, I can't figure out how to correct this. Help!
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In Screen 1 top of screen, did you put a check mark for Full Year Resident? Do NOT check the next box. I think you should be using 502.
There should not be any entries in Screen 55 - Dead residents are full year residents, even if they are buried in another state.
In Screen 1 top of screen, did you put a check mark for Full Year Resident? Do NOT check the next box. I think you should be using 502.
There should not be any entries in Screen 55 - Dead residents are full year residents, even if they are buried in another state.
Holy cow! That did it! I knew it had to be something utterly simple. Not even sure how the full year resident box got unchecked; she's been a client for years. But that fixed it. You're my hero; thanks!
Also, thanks for the good laugh..."even if they are buried in another state"!
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