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Preparing a Louisiana NonResident Tax Return

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Context

  • Several Clients visit our sites each year with a Form W-2G generated by gambling winnings from Louisiana
    • Louisiana almost always withholds state taxes from these winnings
  • Clients would like us to file a Louisiana State Tax Return to get their withholding refunded.
    • Alternative is a Paid Preparer, or use the AARP State Tax Assistance Preparation (STAP)
  • Capability exists within TaxSlayer to E-File Louisiana State Tax Returns and Direct Deposit their Refunds.

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Preparing a Louisiana State Tax Return

  • Limited Scope
    • Louisiana Non-Residents only
      • Clients live in another state (Texas) the whole year and have no domicile in Louisiana.
    • Reporting W-2G Louisiana Gambling Winnings only
      • If they have other W-2’s or 1099’s with Louisiana State Tax withheld refer to AARP STAP (discussed next)

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Form W-2G

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Preparing the Return

  • Complete the Federal Return normally in TaxSlayer
  • Include the Form W-2G State ID, Winnings and Income Tax Withheld along with the Federal information
    • Federal Section > Income > Less Common Income > Gambling Winnings W-2G
  • The following example assumes a return is already prepared and we are entering State of Louisiana Gambling Winnings of $1000 and Louisiana Withholding of $250

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Preparing the Return

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These amounts are entered into TaxSlayer Income > Less Common Income > Gambling Winnings W2G

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Preparing the Return

  • After completing the Federal Section, click on the State Section – then Click on the “Add State Return(s)” Button

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Select Louisiana from the

Drop Down Menu

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Preparing the Return

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Preparing the Return

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  • Note a LA REFUND AMOUNT is now shown
  • Click ”Edit” button next to “Basic Information”

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Preparing the Return

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Preparing the Return

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  • Click on the ”BEGIN” button next to “Income Subject to Tax”

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Preparing the Return

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Enter the full amount of LA Gambling Winnings. Do not offset with any Gambling losses as these are not allowed in LA

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Preparing the Return

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Preparing the Return (Warnings)

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Preparing the Return (Efile Section)

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Select an Option

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Preparing the Return (Efile Section)

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State Return Extras

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  • Louisiana has a “Where’s My Refund Site”

https://latap.revenue.louisiana.gov

Suggest annotate this URL to Client’s Envelope�

  • For ERO’s: Louisiana acceptance of a Filed State Return will be shown on the Office Client List

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Certification Requirements

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  • To obtain a local TX3 D01 AARP Louisiana State Tax Return certification, complete the next four questions and email the answers to
  • Robin Rettew (rettewrs@comcast.net)

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  • LC’s: Each site must have at least two counselors certified so one can prepare the return and the other do the QR

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Question 1

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Which Louisiana State return is out of scope for us?

    • Taxpayer has another tax document (besides W-2G) with Louisiana income tax withheld
    • Taxpayer is a not a resident of Louisiana
    • Taxpayer’s Federal AGI is over 400% of Federal poverty level
    • Taxpayer is filing as MFJ

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Question 2

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Where is W-2G Louisiana State withholding entered in TaxSlayer?

    • In the State Tax return section
    • In the Federal Tax return section
    • Both in State and Federal tax return sections
    • No need to enter, as TaxSlayer assumes 10% withholding anyway

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Question 3

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To prepare a Louisiana State Return there is no need to determine if the Taxpayer is required to file a Federal Return?

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    • True
    • False

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Question 4

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For the Miller Exercise (page 43 in the Workbook) assume the W-2G Gambling winnings were made at the Louisiana Lady Luck Casino

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    • What is the Louisiana Refund Amount ?
    • What is the Ratio amount on Line 9 of the Louisiana State Tax return ?

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State Return Extras

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  • In 2025 Louisiana adopted a Flat Tax and a much larger Standard Deduction.
  • TaxSlayer Practice Lab made LA State Tax Returns active on December 31, 2025
  • Currently there is a concern TaxSlayer Practice Lab is not calculating LA Taxable Income and Tax correctly
  • Regardless use the current version of Practice Lab for Question 4

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Questions?