Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I adjust Sch CA NR for out of state HSA contributions?

mbaumert2161
Level 1
NE HSA contributions are showing up on Sch CA NR as CA sourced income.
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Solution

Accepted Solutions
PhoebeRoberts
Level 11
Level 11

I know how to do this in Lacerte; you'll have to translate into ProConnect.

In Lacerte, the Screen is 51, titled State Modifications. Then you click on California to get to 51.011, California Modifications. In the Income Adjustments section, where it says Wages [A], you want to click on the button to the right to expand that box, and enter the amount of the HSA contribution. In the Source column, enter an N. The taxpayer / spouse flags are optional.

 

Screenshot 2021-04-15 134302.png

View solution in original post

1 Comment 1
PhoebeRoberts
Level 11
Level 11

I know how to do this in Lacerte; you'll have to translate into ProConnect.

In Lacerte, the Screen is 51, titled State Modifications. Then you click on California to get to 51.011, California Modifications. In the Income Adjustments section, where it says Wages [A], you want to click on the button to the right to expand that box, and enter the amount of the HSA contribution. In the Source column, enter an N. The taxpayer / spouse flags are optional.

 

Screenshot 2021-04-15 134302.png