Basilio
Level 1

the problem is I didn't enter the carryforwards, the credit started as a fully allowable CA 180 residential solar energy credit, and from that point on, the Lacerte proforma software carried it over to the subsequent years.

my questions are,

1. what was the original CA state tax credit rate?

2.  what were the rules to carryforward?

3. did Lacerte do it correctly or did they mess up?

And if they are not correct, Frankly my mistake here has been to trust the Lacerte Software to do these calculations/ carryovers correctly. and I have not researched, or self checked every item on the pro-forma, trusting that they have used my 15K annual fee to make it correct.

But I can't find anywhere the information to calculate it so I can do the Math

0 Cheers