"This is the only thread that I could find that addresses the issue "

That's clearly not true across the Webiverse.

"So yes. I am in the same exact boat as the OP."

Yes, all Non-professional non-tax preparers not using any of Intuit's Professional Tax Preparation programs for their client's returns are all in the same boat: lost on the Internet.

This is not the Community Forum you seek. It is Peer users for preparing Client's tax returns and how to use the Lacerte and ProSeries programs for doing that function.

"So I ask what did your post add to any aspect of the question?"

Yes, because I am the Traffic Cop here and you are going the wrong way down a One Way Street. It's time to turn around and go elsewhere.

This is like walking into a Country Bar to talk about Opera. The Wrong Place.