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- UK citizen with a US w2. Can't get Lacerte to generate correctly.
UK citizen with a US w2. Can't get Lacerte to generate correctly.
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Bobby BoSox
Level 2
04-07-2022
02:37 PM
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I am struggling with Lacerte to get the 1040NR to populate correctly.
I have a UK citizen who moved back to the UK from CA in early 2020. I may need to amend 2020 tax return but that is for later.
She allowed her Green Card, IR6 (not even an option in Lacerte) to expire Feb 2021.
Gross $107k
IRS W/H $16k
CA W/H $7k
As I understand the UK/US tax treaty, Article 14 excludes this w2 income as she is a UK citizen who's tax home is the UK for the entire year.
I have input the w2 under screen 31.2.
Under General Info, marked it as a U.S. Co., marked the country boxes all UK, 365 days at a seperate foreign address, tax home became effective 2/1/2020, completed both Bonafide residence and Physical Presence tests.
2555 will not populate.
1040NR line 1a still says $107k and 1c also has $107k.
I have to get 2555 to populate to dump line 1a?
Cannot figure this out. Can't even begin to tackle the CA problem til I figure out the Fed issue.
Help would be greatly appreciated!
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