Lacerte "Full Year Resident" box Screen 1 Proforma

[Ben0]

When there is a multi-state resident in Year 1, after the client is proforma'd to Year 2, Lacerte does not automatically check the "Full Year Resident" box. It would be a good idea for Lacerte to make checking this box a default upon proforma to Year 2 based on the state selected as "Resident State as of 12/31" in Year 1. Alternatively, if the box is not checked, Lacerte should have a diagnostic indicating that the "Full Year Resident" box is not checked. If there are solutions to this issue, please respond!

[Anonymous]

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.