Level 11
04-17-2024
11:07 AM
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I also have a custom filter in Lacerte that looks like this:
Where statuses 12 and 13 are "To Be Delivered" and "Final" on my system. It tells me what returns I think are done enough to sign, that haven't been accepted by the IRS yet.
(This setup is not sufficient to identify amended returns where I'm waiting for an ack, or state-only filings. But I have few enough of those that I don't mind them hanging out on the list in perpetuity.)