abctax55
Level 15

In a different forum ...  there's a long discussion about this; basically says there ISN'T an easy way to do so in Lacerte, for CA purposes.

I have one to *play* with one this weekend that has the same scenario.  I'll try to remember to report back if/when I figure anything out.  And you, please do the same?

"*******Tax software is no substitute for a professional tax preparer*******
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