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I am attempting to proforma fiduciary returns from 2019 to 2020 (both Lacerte programs fully updated) but am getting the following error message:
"This feature will be available when the Proforma/Organizer update is released later in 2020."
Since it is now mid Feb 2021, I am surprised by the message. Is anyone else having the same message or can point me in the right direction?
Thank you,
Brian
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Make sure 2109 has the latest updates.
The more I know the more I don’t know.
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Thanks - it says I have the latest version. Not sure what else I can do - can someone confirm they have been able to proforma fiduciary returns from 2019 to 2020?
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I have successfully proforma'd all of my fiduciary returns from 2019 to 2020. I don't recall getting that message when I proforma'd and don't typically use organizers for these returns but I just printed one successfully for a trust.
My 2019 version is 41.0107 and that includes the 2020 Proforma version listed in 2019, too.
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Thank you for the response - appreciate you pulling the version as that helped isolate the problem with IT.
Best,
Brian
