You asked Twice. Once in ProConnect and once in Lacerte.

However, this also seems to be a Personal question.

Are you a TurboTax user? If so, you are in the wrong place on the internet. This is a Lacerte Program user's community.

You tagged this topic for Intuit Link. That's a way for professional tax preparers to get shared tax documents from their clients and to import into the Lacerte Program.

You might simply be lost on the internet.

And a lot of what you asked can be found from the IRS and by using the web search such as the googles.

If you want Tax Guidance...The TurboTax Community forums have Sections on Topics specifically for various things like what you asked.

You seem to be lost on the internet.

You’ve come to a Peer User community for Intuit Tax Preparation products supporting tax preparation professionals using ProSeries, Proconnect and Lacerte Tax Preparation programs, and you may be looking for support as an individual taxpayer. Please visit the TurboTax Help site for support.

Thanks.