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Posted

I have a client with a passive loss carryforward (no passive income to offset). Federal amount is $11; state amount is $22.

WHERE do I get ATX to accept an adjustment to the state amount? The jump-to bunny goes to the federal, which I can't change because that figure is correct. All the state pages/worksheets/entry spots are "greyed" out or tell me I'm nor allowed to over-ride.

I am stumped and would welcome help. This is so aggravating for a tiny dollar amount difference!

:wall:

TIA,

Catherine

Posted

What is the source of the difference? Depreciation? Bonus depreciation? If so, I think you need to go to the state depreciation form and make the adjustment there. Not certain, but off the top of my head, that is all I can think of.

Tom

Hollister?

Posted

I have NO idea what the source of the difference is. This is a prior-year carryforward -- but the prior year return was done by another accountant. It just shows up on the 2010 return as a passive loss, suspended due to lack of passive income to offset it, with $11 as the federal amount and $22 as the state amount. No other information.

Sigh.

Posted

Assume it's a mistake and ignore it, given that the amount is so small, would be my advice. I'm guessing it is a depreciation difference, but really, how much difference could it ever make on a future return?

  • Like 1
Posted

What state? CA has it's own passive loss adjustment form, and the adjustment is done there. Sorry I didn't see this on the 14th, but I was up to my eyeballs in my own last minute headaches.

Posted

Massachusetts. We have all kinds of oddball adjustments and quirks, so it was surprising to find no way to enter an adjustment in the Mass forms. Whatever. They're done and that $11 discrepancy won't make a hill of beans worth of difference anywhere. I just wanted to know both to do this one dollar-perfect and in case I run into a future case where the dollar amount _is_ significant.

Hope you are catching up on your sleep!

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