George4Tacks
Level 15
01-27-2025
12:53 PM
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A quick way to find many input spots is in looking at the form.
Look at the 1040 and move the mouse up to the top of the form. You should see a large check mark, RIGHT CLICK and select Jump to Input
In this case it just takes you to the Date of Death which in there if the client died.
Here is a link to the how to for Lacerte and the corresponding image for PROCONNECT (I just edited, cuz I had the wrong software question)
Answers are easy. Questions are hard!