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Common questions for CA Form 3523 (Research Credit) in ProConnect Tax

by Intuit Updated 8 months ago

Where do I enter a prior year research credit for CA Form 100?

  1. From the Input Return tab, go to State & Local Credits CA Credits.
  2. Scroll down to the Research Credit (3523) section.
  3. Make an entry in Nonpassive activity credit carryover.

Why is Form 3523, Part II Carryover Computation not generating while a carryover amount is displayed on General Information in Forms view?

This will occur when the California Schedule P is present. Instead of calculating on Form 3523, the carryover is calculated on Schedule P. The amount of carryover calculated on the Schedule P is then displayed on the General Information sheet in the Forms view.

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