It seems that there are many fields (carryovers, etc) that are marked with the non-residential state during the proforma process. I'm not sure what this could potentially affect, but it makes me nervous so I end up changing the state back to the residental state. Does the "Database Report State" field on screen 1 Client Info (under Miscellaneous Info) mean anything? It also usually seems to default to the non-residential state even though Lacerte help says that field should match the Resident State as of 12/31. It often doesn't. Any thoughts?
Sometimes the state-specific proforma items are actually relevant to the non-resident return. Lacerte does a surprisingly good job keeping track of state-specific passive loss carryforwards.
I keep an Excel file so I know what the state-specific items should be, and can correct them as needed. Most of the time, the corrections are for "-1 errors" - when there's actually a dollar of calculated loss and Lacerte interprets the result of the calculation as zero.
I agree that Lacerte is pretty good at the state specific things - EXCEPT when it comes to the proforma process. It seems many times all the PAL carryovers are coded to the non-resident state and not what it should be. Has anyone else experienced that.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.