How to get Schedule S to apply for California. I input in the Sched S forms but they will not show up in the return...

[George4Tacks · Accepted solution]

1. You must indicate that the client is a full year resident of CA in the Client Information Screen

2. Follow the instructions at https://proconnect.intuit.com/support/en-us/help-article/multi-state-taxes/common-questions-state-ta...

3. Be sure that it is a state that Schedule S will apply to. Most of the computations are automatic from input. 

How do I generate the other state tax credit for a full-year resident return?

The program automatically calculates the credit for taxes paid to other states only when you select the Full Year Resident? checkbox in on the Client Information screen. Generally, the resident state grants a credit for taxes paid to the nonresident state(s). In situations where returns are being prepared for states with a reverse credit agreement (CA, AZ, OR, IN, VA), the credit is granted by the nonresident state(s). The program handles both of these situations. 

Overrides are available on the Other State Tax Credit for each state.

The program doesn't automatically calculate the credit for taxes paid to other states when you leave the Full Year Resident? checkbox blank. The program generates a combination of part-year or nonresident returns. For these returns, you must enter additional information in the Other State Tax Credit screen to generate the credit. For instructions on how to enter this in the program, refer to the "How do I generate the Other State Tax Credit on part-year resident returns?" instructions above.

 

Some states have reciprocal agreements, reverse reciprocal agreements or agreements between states that allow taxpayers to earn income in a nonresident state without paying taxes on that income to the nonresident state. If you have a state with a reciprocal agreement in your multi-state return, the program calculates the correct credit or the excludable income under the agreements (see individual state instructions for details).