MFS SALT Phase out Calculation Error

[VACPABrendan]

I was trying to figure out if I needed to recommend a client file MFS instead of MFJ, and ProConnect, after splitting the return, did not calculate the phase out of the SALT deduction correctly. Instead of 30% of every $1 over the $250k, it was only reducing the SALT deduction limit by 15% per $1.

Anyone else see this or know how to fix it? If Proconnect's calculation was correct, I would have recommended MFS for my client, but the $1,200 liability difference caused by the calculation error took away the value proposition.

[sjrcpa]

Apparently big sister Lacerte can't calculate this correctly for MFS either.

https://accountants.intuit.com/community/lacerte-tax-discussions/discussion/lacerte-appears-to-not-b...

[hobokenfinancial]

I have never posted in one of these forums before, but I wanted to take a moment to validate what you experienced. After some lost time assuming I misunderstood the SALT phaseout rules, it turns out that Proconnect applies a 15% phaseout incorrectly, yielding the incorrect suggestion to file separately in some situations. 

[sjrcpa]

@hobokenfinancial  Welcome to the forum/zoo.

[IntuitKate]

Hi @VACPABrendan and @hobokenfinancial, Welcome to the Community! We appreciate you posting about this.  We'd recommend connecting with ProConnect Support as they can remote in and take a closer look.