Golf007
Level 2

When you enter a pension or IRA Form 1099R in screen 13 with distribution code D, Lacerte now removes this amount from the IL 1040 Line 5 subtraction in the 2024 software.  I do not believe that the Lacerte program made this adjustment in years prior to 2024.  Be sure to double-check your IL subtraction relative to non-qualified annuities.