itonewbie
Level 15
05-16-2022
04:29 PM
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But there are a lot of things Lacerte doesn't track. That's what carryforward notes are for - these keep a running log of everything that may have a downstream impact (including elections that had been made, sometimes from years past that may no longer show up on the current return) and should be reviewed/checked off each year when a new return is prepared. Mandatory WebPay would be one of those things in the carryforward notes.
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Still an AllStar
Still an AllStar