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How do I generate a joint RDP 540 return for CA and a Single 1040 federal return

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8 Replies 8
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Level 15

Create two separate Lacerte files.


ex-AllStar
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So for purposes of capital gains/losses, there will be one amount carried forward on the Single Federal return and another on the CA Joint RDP return since in the CA return the losses are being offset with the other partner's capital gains.
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Level 15
Yes

ex-AllStar
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OK - thank you for your help.  
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Community Manager
Community Manager

Hey George,

Looks like this post migrated from the old community and that link you mentioned is to an article that has been archived. I'll reach out to our content team to see if we can either revive that or create an equivalent article.

Cheers! 


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Level 15
You're welcome

ex-AllStar
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We used to have excellent HOW TO articles via this link https://accountants-community.intuit.com/articles/1858436-individual-california-information-frequent... The first link showed all the steps, but ....

Maybe @IntuitAustin could copy and paste what we used to see there.

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@IntuitBettyJo could you see about fixing the link I mentioned, or give us it's equivalent in the new KB? @IntuitAustin never responded.


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