Couls Law
Level 3
03-05-2020
09:05 AM
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Client is 75 years old with two 1099-R from pension and SS income, that's it. She lived in NC from 1/1 - 10/31 and VA from 11/1 - 12/31. We are allocating retirement income in screen #13.1 between the two States. NC return is coming out correct but VA is not. Lacerte is showing VA taxable income = $6,000 which is correct and should generate $150 of tax. Lacerte is showing $0 tax for VA and it will not generate VA tax estimates even though we are using override boxes in screen # 7. Full year resident box is NOT checked in screen # 1.