Lacerte Tax Idea Exchange
Submitted by Megan Bee on 07-21-2021 10:41 AMHi we have run into some pretty bad situations when Head Of House filing status is different from Fed vs State.
For example: the federal threshold for the amount a dependent can make is larger than CA state threshold meaning taxpayers can qualify for HOH federally but not state. Lacerte does not have a way to make this distinction. So if I file HOH it will only allow HOH for both returns and thus result in an adjustment to tax owed by the state later down the line. If lacerte could program a way that we could make this distinction that would be amazing.
Thanks.
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