Understanding the California Schedule CA-NR calculation for line 17, column E in Lacerte

How does Lacerte calculate Schedule CA-NR, line 17, column E?

How Lacerte calculates line 17, column E:

Lacerte generates an amount on line 17, column E automatically using the ratio specified in the 2023 Instructions for Schedule CA (540NR):

• Total self-employment income reported in column E
• Divided by the total self-employment income reported in column D
• = California ratio.

If line 17, column E is blank, then Lacerte has calculated the CA ratio for the health insurance deduction as zero using the formula above.

To override line 17, column E and force an amount:

1. Go to Screen 55.011, California Part-Year/Nonresident Info.
2. Scroll to the California Source Adjustments to Income (Schedule CA-NR, Section B, column E) section.
3. Enter an amount in Self-employed health insurance deduction [O] (code 17 for Taxpayer) (code 37 for Spouse).