CPATerri
Level 2

Just printed a "test" organizer and noticed the following Lacerte issues:  Does anyone from Lacerte look here?

 

1.  13.1 Pensions - the prior year distributions are appearing as Value of All IRA's as of 12.31.2020

 

2.  11 Interest Income - far right column neglects to show the year 2019 above the word "Interest"

3.  12 Dividend Income - last year's dividend amounts are not lined up in the far right column

4. Schedule E Rental page - my client is a 50% owner, the percentage ownership shown on page 18 is 100%.  The 2020 program input shows 50%, but the printed sheet shows 100%.  (This is going to cause a lot of questions from clients.....)

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