Common questions for Individual CA Form 3523 (Research Credit) in Lacerte

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

1. In Screen 53.011, California Passive Activity Credits select Research Credit (3523) in the Section list.
2. Enter the nonpassive activity credit carryover from prior years to print on Form 3523, line 23 or 45 in Non-Passive Activity Credit Carryover (Screen 49.011; Code 29)

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.