Here is my situation:
Taxpayer works for Louisiana employer for all of 2018. He moved from Louisiana to Mississippi in 2018, so he’s a
part year resident in both states.
Louisiana employer withholds, as expected. He must file LA return b/c he has LA sourced
income and LA taxes all of his wages (no Lacerte problem there).
MS taxes his wages for the pro-rated period in 2018 in which he was a MS resident, but then he is entitled to a credit for taxes paid
to LA.
Here is my problem:
Per the MS Dept of Revenue, the only way for a MS part year resident to claim a
credit for taxes paid to another state is to complete Form 80-401 with a code
99, which is nonstandard. The credit is
calculated on the 80-401 and carries to the front page of the nonres/part year
MS return. Lacerte won’t allow data
entry of a nonstandard code for Form 80-401.
If I bypass the Form 80-401 and force the credit to appear on the correct
line of the front page of the return, I then get an e-file diagnostic that I
can’t e-file.
Lacerte tech support suggestion was:
1 Paper file
2 Manually complete Mississippi Form 80-401, attach as PDF,
then bypass the e-file diagnostic and send the return, hoping that MS will
accept.
I am hopeful someone else has a better solution.
Thank you!
