Solved: Can anyone get the 2016 CA individual module to accept a 2017 NOL carryback for an amended 2016 return? Lacerte technical support can't

nylle · ‎12-06-2019

It can absolutely be done using overrides on the CA 540X but beware - the tax calculation appears to be incorrect with overrides working as desired.

the proper CA NOL input screen is 15.011, but the loss year field will only accept 1987 - 2015.

There is no similar problem with the federal individual program.

George4Tacks · ‎12-06-2019

Lie about the year and use some white out on the actual form being mailed.

Here's wishing you many Happy Returns

View solution in original post

George4Tacks · ‎12-06-2019

Lie about the year and use some white out on the actual form being mailed.

Here's wishing you many Happy Returns

Can anyone get the 2016 CA individual module to accept a 2017 NOL carryback for an amended 2016 return? Lacerte technical support can't