martymj08
Level 1

I can't be the only one frustrated by this issue. I have used lacerte for years. But i'm frustrated with the fact that; every time I try and make an estimate file (IE: duplicate a client, then change the SSN to 999-99-9999 to avoid rep charges) I find myself in the same situation numerous times. The CTC doesn't calculate. The recovery rebate credit doesn't calculate. Many of the credits that hinge on a "valid social security number" simply do not calculate. All of the thresholds and qualifiers are ignored. This is beyond frustrating when I tell someone, or even when I'm reviewing my own return, and see a number that could be thousands of dollars different from the final tally when real SSN's are used. Does anyone have a workaround for running these estimate files/calculations, without getting charged a rep fee from using a valid SSN?

ANY help is appreciated.

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