Common questions about Utah modifications in Lacerte

Below are solutions to frequently asked questions about entering Utah state return modifications in Lacerte.

Table of contents:

Where do I enter Utah modifications in the program?

1. Go to Screen 51, Modifications.
2. Select Utah from the left navigation panel.

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How do I enter a lump sum distribution / COVID-19 (PPP) grants and loans addback?

1. Go to Screen 51, Modifications.
2. Select Utah from the left navigation menu.
3. Locate the Additions section.
4. Enter the amount for Lump sum distribution / COVID-19 (PPP) grants and loans [O].
   • This will be reported on Form TC-40A, Part 1 as an addition to taxable income. This is addition code 51.
   • This field will override any automatic calculation the program makes for this lump sum distribution / COVID-19 (PPP) grants and loans.

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How do I enter a medical savings account (MSA) addback?

1. Go to Screen 51, Modifications.
2. Select Utah from the left navigation menu.
3. Locate the Additions section.
4. Enter the amount for Medical savings account (MSA) addback.
   1. This will be reported on Form TC-40A, Part 1 as an addition to taxable income. This is addition code 53.

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How do I enter a Utah my529 addback?

1. Go to Screen 51, Modifications.
2. Select Utah from the left navigation menu.
3. Locate the Additions section.
4. Enter the amount for my529 addback.
   • This will be reported on Form TC-40A, Part 1 as an addition to taxable income. This is addition code 54.

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How do I enter federally-funded COVID-19 grant funds or forgiven loans received from Utah?

1. Go to Screen 51, Modifications.
2. Select Utah from the left navigation menu.
3. Scroll down to the Subtractions section.
4. Enter the COVID-19 Utah grants and loans included in AGI.
   • This will be reported on Form TC-40A, Part 2 as a subtraction from taxable income. This is subtraction code SA.

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How do I enter a Native American income exclusion for Utah?

In order to qualify for a special income exemption for the State of Utah, Native American taxpayers are required to report an enrollment or census number and a tribal code on their Utah return.

Taxpayers only qualify for the exclusion if they both live and work on a reservation. Refer to the TC-40 Forms & Instructions for more information.  

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