wlkcpa
Level 2
02-01-2020
01:27 PM
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Has anyone prepared a NYS tax return with MFJ, both taxpayers have IRA/Pension income. Exclusion should be about $34k, Lacerte is only calculating $20k exclusion. All retirement income has been properly coded, spouse box checked off properly on the income that is hers. Waiting to hear from Lacerte as well as I emailed this just now.
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