Multi-State K1 received by an S Corp

[Daven]

My client, who is a CA resident and has a business structured as an "S" Corp received a K1 that is showing income allocated to multiple States.  However, the Lacerte program is not allowing me to enter the income to any other State except for CA, even though I have done a rep access for these other States.  How may I show the income to various States and take a credit for the PTE paid to these other States?

[George4Tacks]

Look at https://accountants.intuit.com/support/en-us/help-article/schedule-k-1/common-questions-entering-pas... specifically the Using the State, if different column: .

For business returns the state is different field is only available for specific states and specific input fields in the passthrough screen. If the field you need to allocate does not have a state if different column the state may have its own apportionment or allocation method. See Understanding allocation versus apportionment in Lacerte for more information.

You should only use this column when there are differences between federal and state tax law. For example, ordinary income is different between federal and state due to different section 179 limitations.

Using this field will create an adjustment on the state return. This column is most commonly used for the resident state when working with a multi-state return.

?? Which states are you dealing with??

State Source Amount column:

This column is used for entering state-specific amounts for nonresident states.