strongsilence
Level 11
Monday

Correction to Intuit Tax advisor.   12/1/2025

In the case of an amount input to 2024 Lacerte tax prep to Conversion to Roth IRA in Form 13.1, that amount reduces the taxable amount IN THE 2024 ACTUAL COLUMN IN ITA. This should NOT affect the tax projection for the subsequent year, BUT in ITA there is no input field to override.

0 Cheers
Reply
strongsilence
Level 11
Monday

AND THIS AMOUNT CARRIES FORWARD TO 2025 BASELINE ?!?!?!? AARGGGhh

0 Cheers
Reply
strongsilence
Level 11
Monday

File: Further Aggravation.   The ROTH amount from 2024 carries forward as income for 2025.  But there is no line item that shows it. (My reconciliation spotted it.) So, to correct it, I subtracted it as other income. See the snip for the line item.ITA problem 2025 1201.jpg But, to my dismay, this amount does NOT appear in the review plan section of ITA

EDITED It doesn't appear when the lines are collapsed. (I had expected to see the amount on the same line as the Other Income category.  When expanded, it is visible.)

Intuit - please review ITA. 

0 Cheers
Reply