rbynaker
Level 14
02-07-2024
01:47 PM
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You use the software for the start of the fiscal year. So 11/1/22 - 10/31/23 would be filed in the 2022 software. Some software can't handle a second filing in the same tax year and you have to file on paper. Not sure about Lacerte, they might be smart enough to take a second 2022 filing. I'm assuming your first partial year started and ended in 2022.