Discussion:Lacerte-enter other state tax paid with composite return

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Discussion Forum Index --> Business Growth Community --> Lacerte-enter other state tax paid with composite return


Jossiecpa (talk|edits) said:

20 September 2010
Client is a partner in a partnership. Attached to K-1 was state tax information for 2 other states where a composite return was filed and tax was paid on behalf of the partner. I don't want to have to pay the extra charge to Lacerte to download these 2 states, but want to be able to take advantage of the small credit my client would get in Illinois for taxes paid to these states. Does anyone know how I can possibly enter this information without having to REP the other 2 states?

Kevinh5 (talk|edits) said:

20 September 2010
You could download PDF forms from the other states websites and fill out the returns that way.

You usually don't get the other state credit unless you actually file the other state return.

For some states, you don't even have to do a return if the entity paid the tax for the non-resident individual. You'll have to read the instructions to find out.

Nightsnorkeler (talk|edits) said:

20 September 2010
Beginning with tax year 2009, Illinois does not require you to attach the other states completed tax return to claim the credit; and in fact they specifically ask you NOT to send in the other returns. For composite filers, the other states tax return does not need to be filed if you were the one legally responsible for paying the tax that was paid on your behalf.

However, I still prepare the other states returns to make sure that the amounts entered on IL Schedule CR are correct, as the composite filing does not take into account all adjustments. If you don't want to pay to have the software help you, do as Kevin suggested and download the forms.

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