Golf007
Level 2
02-07-2025
05:00 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.