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