Jack Janos
Level 1
01-15-2022
12:21 AM
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Input Sheet 13.1 is omitting the FORM 8606 section. If you are using the Input Sheet method, a serious mistake can be made for the client. This 8606 section IS REQUIRED to be on this input sheet and has been correctly on it every year in the past. It appears that Lacerte "WAS ASLEEP AT THE WHEEL" when they updated the 13.1 Input Sheet for 2021.
LACERTE NEEDS TO FIX THIS AND INCLUDE THE FIX IN THE NEXT UPDATE!
The 8606 section is available via the interactive method but not on the Input Sheet.
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George4Tacks
Level 15
01-15-2022
12:50 PM
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I see 8606 as the last section of page 2 or 13.1
Maybe you need to update your program?
Answers are easy. Questions are hard!
Jack Janos
Level 1
01-15-2022
02:49 PM
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You are correct - thanks. It wasn't on an earlier version.