A Massachusetts Note advises me that the taxpayer does not qualify for the Circuit Breaker Credit. How does the software determine that? Why is there no Schedule CB or worksheet to explain it?
The software does not produce those forms automatically, to reduce unnecessary output, because the taxpayer would not qualify. However, it is possible to force the forms to print if you, or your client, would like to see why they do not qualify.
To force the forms to print, go to the States tab and choose MA. On the main MA data entry screen, go to screen PRNT (Print Options). Select the option Force Schedule CB - Circuit Breaker Credit to print. Go to View/Print mode and review MACB (Schedule CB) and MAWK_CB (the associated worksheet). MACB line 20 is where the qualification is determined.