CPATerri
Level 2
11-22-2020
05:50 PM
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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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