Generating the CT Form CT-1040 Property Tax Credit in Lacerte

To generate the credit:

1. Go to Screen 53.212 Connecticut Property Tax Credit.
2. Complete the following fields:
   • Connecticut tax town or district (input sheet code 800)
   • Description of property (input sheet code 801)
   • First installment date paid (input sheet code 2)
   • Second installment date paid (input sheet code 6)
   • Amount paid (input sheet code 3)
   • 1=auto, 2=auto 2, 3=primary residence (input sheet code 4)
   • 1=taxpayer, 2=spouse, blank=joint (input sheet code 5)

If the credit is not generating check the following requirements are met:

1. Verify the Date of birth entered in Screen 1, Client Information indicates the Taxpayer (and Spouse if MFJ) indicates they were 65 years or older by the end of the taxable year.
2. Auto 2 is only available for MFJ or Surviving Spouse filing statuses. Filing status can be verified on Screen 1, Client Information.
3. Verify the input in Screen 2, Dependent Information shows at least one qualified depended has been entered and is being claimed on the Federal return in the current tax year.

For more information see the CT-1040 instructions.