debbieatcompass
Level 1
06-21-2021
03:57 PM
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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.