debbieatcompass
Level 1

I have not had any help from either the FTB or Lacerte.

I followed the instructions on the form and let it go.  I informed the clients that this is the way it is being calculated, and from what we were instructed per the forms is to input as on the forms.  I did double check that the box for Repayment cap may not apply was or was not checked.  For one client, I left it up to him if since the IRS was giving him $12000 and the state only required $300 payback, if he wanted to pay the $11000 back to the state they may just send it back.  I was at a crossroads as what to do and there was no guidance.

0 Cheers