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Camp1040
Level 10
March 10, 2022
Question

Alabama PY resident ....Fed PYA does not carry to the state

  • March 10, 2022
  • 1 reply
  • 5 views

First time preparing AL PY for TP who moved into  AL. When I prepare the federal PY Allocation sheet for Pensions, IRAS, Dividends, interest, and capital gains, allocated amounts do not carry to AL. The allocation has be done on their worksheets, even to the point of adjusting proceeds and basis to make the gain allocation come out correctly.

Can the above method be correct or am I missing a magic button or has AL always not accepted the federal PYA into the return?

Thanks in advance to respond during this busy time.

This is  Intuit customer support correct?

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1 reply

Camp1040
Camp1040Author
Level 10
March 11, 2022

Don't know.

I don't know how to move a question so I'm replying to my own question.