Lacerte new client with minimum tax credit carryover and taxable state and local refund

[pat]

Do I also need to complete the Federal and State Control Totals on Screen 49?

I am setting up a new client in 2020 individual Lacerte and working off the 2019 general information statement and have minimum tax credit carryover and taxable state and local refund carryover - how are these entered into the 2020 individual return? (SOLVED)

I have entered the state refund and completed the worksheet but not showing up as taxable. T/P itemized in 2019 and max'd out $10,000 in taxes. (SOLVED)

TIA

[sjrcpa]

Control Totals are optional.

You need last year's tax return including the 8801 and 6251 in order to be able to enter the minimum tax credit carryover.

[pat]

As always, thank you SJRCPA. I do have the 2019 tax return and verifying the carryovers on General Info from the forms. I was able to right click and get back to input for the min tax and state tax.

thank you for the control totals response

[George4Tacks]

FYI - That is why I create the 2019 return first and match it all up. Then I proforma.
Sometimes this even helps to point out errors in the previously filed return and I am ready to do the amended, if needed.

[pat]

Thank you both for your responses. I don't usually setup the prior year. Maybe I should start...