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Thanks for the reply@Nick DI reached out to the Rules & Regs Bureau of the DOR via email and received a response (within 10 days! Much faster than anything I'd ...
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@Nick D@madeleinerose@George4TacksI'm curious if anyone found any solution for this besides what folks have listed above.One caveat that I found: I believe MA f...
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Based on what Lacerte is showing me, it would seem that a non-resident of CA would NEVER want to elect into the CA PTE tax. Here is what I'm seeing and I would ...
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@sjrcpa Thank you! Huge help!
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@sjrcpa Sorry - I meant Screen 28 for the distribution of "Cash and marketable securities"
