27052

The following diagnostic is generating:

Entries have been made in Screen <lac>37.011</lac> - California Miscellaneous to credit the overpayment to next year in excess of the available overpayment on Form 568 line 11 - Overpayment. The program has limited the credit to next year amount to the allowable overpayment.

Solution:

Entries in "Overpayment credited to next year's fee (-1=all)" or "Overpayment credited to next year's tax (-1=all)" in screen 37.011 will generate this diagnostic if the amount entered is greater than the refund on form 568.

This isn't an indication there's an error on the return. Lacerte automatically limits the amount applied to the balance available to apply. There's no reason to enter -1 into this field because Lacerte doesn't automatically apply this overpayment.

Informational, will not prevent e-file transmission.

Karl · ‎03-10-2025

So this is the Partnership module for future commenters.

That diagnostic jumps you to Screen 37.011 code 18 when you click on it. I would make sure code 18 has a "-1" input and make sure code 31 is blank.

kmgcpa13 · ‎03-11-2025

Thanks for the feedback Karl! How do you know which input box is "code 18" and "code 31"? I assume code 18 is the "overpayment credited to next year's fee (-1 = all)", but I do not know about code 31.

strongsilence · ‎03-11-2025

That is a very good question. The old-timers use batch input and I think Karl is talking about batch view.

(LC does not have the best way to describe the input fields, in my opinion.)

Hit CTRL+W

When I look at Batch view, I see that 37.011 Code 18 is Other Rental. And this is not what you want right?

Screenshot 2025-03-11 061845.jpg

strongsilence · ‎03-11-2025

Another way to find it:

In any input field, hit CTRL-F. Search for the word overpayment.

The top one in the list is Overpayment credited to next year's fee. select that field. Hit F1 for instructions. The box that pops up says screen 37, code 18. Is that the field you want?

(The term "code" is an anachronism, probably a vestige of the early days of programming Lacerte. Field is a better term and better understood by me. Perhaps the kids have an even better way of describing input fields!)

kmgcpa13 · ‎03-11-2025

@ Strongsilence-CPA - thank you. The CTRL W worked to allow me to see the codes Karl was referring to. The code shows up on the input screen window, not the left-hand side bar, as you show above.

@ Karl - I want to apply $800 to the CA annual state tax (code 31) and $900 to the CA LLC fee (code 18), so that is what my input reflects. When I remove the $800 from code 31 screen, the diagnostic we are discussing goes away, so you are correct in your instruction, however, I want to apply the $800 and the $900, and refund the balance. This seems to be an informational diagnostic, so I think I can still file as is, but its strange to me there is a diagnostic.

Thanks for the help!

Karl · ‎03-11-2025

@strongsilence You brought a smile to my face lumping me in with Lacerte "old-timers." I'm 40yo and have been with Lacerte 8-9yrs. I'm sitting up a bit straighter in my chair this morning with pride.

strongsilence · ‎03-11-2025

Well, you are highly regarded in my mind, if not in fact!

@Karl