Stimey
Level 2
‎08-19-2021 01:57 PM

Guys, have any of you had this happen in Lacerte? You e-file an S-Corp Extension for 2020; the 2019 tax return was not prepared as of the time you did the 2020 extension; once 2019 was done; it was transferred into 2020 module; AND THEN IT ERASES ALL PROOF 2020 EXTENSION WAS E-FILED? 

 

Does Lacerte have record that the 2020 extension was actually E-filed?  This is very concerning.

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PhoebeRoberts
Level 11
Level 11
‎08-19-2021 02:00 PM

Some person proforma'd that 2019 return to 2020. My recollection is that there's a warning that some person has to click to ignore in order to overwrite the existing 2020 file. In the future, you can avoid this issue by naming the 2020 file something other than the 2019 client number.

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Stimey
Level 2
‎08-19-2021 02:03 PM

To be more specific; does Lacerte (not necessarily) my Lacerte file, have proof the extension was originally e-filed? I know it overwrites whatever data is stored in the following year module.

Does Lacerte Home Office have proof it was e-filed?

 

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