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NYS Filing Separate Comparison
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NYS Filing Separate Comparison
NYS Filing Separate Comparison
Submitted by schafercpa1 on 08-02-2024 07:36 AMUltra Tax generates a Federal AND State Comparison for Married Filing Separate when Lacerte does Not!!
I recently found that i have many taxpayers in NYS who benefit from filing separately only on their state Return. The Lacerte diagnostic/ comparison feature does not include this. The only way to see if there is a benefit is to actually split the return and manually compare the state joint return to the combined results after splitting the return. I am a long time lacerte member and i am so disappointed that other software companies have this ( what i consider) basic feature.
I am now faced with reviewing most of my returns to see if i missed benefiting my clients.
I would appreciate an answer from lacerte
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