Activity Feed
  • I made a second call to the FTB practitioner hotline and confirmed that the unused PTE credit is fully refundable on the final trust return. A Lacerte rep spent...
    Mar 11, 2024
  • According to my discussion with the California Franchise Tax Board, on a final trust tax return any unused PTE Credit carryforward is refundable. Unfortunately,...
    Mar 11, 2024
  • I wish they hadn't taken away "K" on line13 for other portfolio deductions subject to the 2% floor because although they are not deductible for federal, they st...
    Mar 07, 2022
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