Common questions about entering Indiana county tax in Lacerte

Table of contents:

How do I input IN county tax rate for taxpayers/spouses with different residency statuses?

1. Go to Screen 3, Miscellaneous Information/Direct Deposit.
2. Scroll down to the Indiana Miscellaneous section.
3. Select the appropriate county number in County code of residence for the resident person, if applicable.
4. Select the appropriate county number in County code of work activity for the nonresident person.
   • The amounts will calculate on IN Sch CT-40/40PNR. Residents will report in section 1, nonresidents will report in section 2.

Back to Table of Contents

Where do I enter the Indiana county tax withholding to make it flow to the Indiana IT-40PNR?

1. Select Screen 14.1, SS Benefits, Alimony, Misc. Income.
2. Select Tax Withheld from the left navigation menu.
3. Enter amount of county tax withheld for taxpayer and/or spouse in the County income tax withheld [IN] field.
4. Go to the Forms tab.
5. Open Indiana Form IT-40PNR.
6. Make sure that the county tax withheld flows to the form successfully.
   • The amount should flow to Schedule F, line 2 and Form IT-40PNR, line 12.

Back to Table of Contents

How do I enter the county codes where the part-year or nonresident taxpayer lived or worked?

1. Go to Screen 3, Miscellaneous Information/Direct Deposit.
2. Select Indiana Miscellaneous from the left navigation menu.
3. Enter the appropriate county code under the Self and Spouse subsections in the applicable fields:
   • County code of residence
   • County code of work activity
4. Nonresidents should select All Other States in the applicable fields except these states:
   • Illinois - 94
   • Kentucky - 95
   • Michigan - 96
   • Ohio - 97
   • Pennsylvania - 98
   • Wisconsin - 99

Back to Table of Contents