sjenkinscpa
Level 1
‎12-07-2019 05:13 AM
 
Labels
0 Cheers
sjrcpa
Level 15
‎12-07-2019 05:13 AM

There is a worksheet. While looking at that line, click on the Green WKS on the left.


The more I know the more I don’t know.

View solution in original post

0 Cheers
George4Tacks
Level 15
‎12-07-2019 05:13 AM
@sjrcpa I think there used to be a worksheet. I don't see it now. That must be one of the improvements to the software.

Answers are easy. Questions are hard!
0 Cheers
sjrcpa
Level 15
‎12-07-2019 05:13 AM
Sorry. I must have been looking at last year.

The more I know the more I don’t know.
0 Cheers
User FIDO 61
Level 8
‎03-02-2020 09:30 AM

If this is still a concern (and I am on the same page.) There seems to be to ways to force the Tax-exempt Optional Statement in 2019 Lacerte. 

Settings > Options or Master Options > Tax Return > Tax-exempt Interest optional Statement

Or in the client detail 11. Interest Income there is a General Information link at the top of the 1099-INT tab which if you click opens additional input to force 

Capture.PNG

If this is not at all what you're looking for my apologies. 

♫ faint buzzing noise ♪