59565

I would try deleting your Social Security entries and see if the error goes away.  If it does, then go back in and try entering them again and see what happens.

I received the same error message.  

I tried deleting the Social Security entries and then re-entered the data.  That did not resolve the issue.  Client had similar data last year but no corresponding error message requiring attaching copies of their SSA-1099s.  

Is this a new IRS requirement, or a bug in Lacerte?

Is this a state thing?

Actually, it is a Colorado diagnostic.  I misspoke when I asked if it was a new IRS requirement.  

But, the issue did not exist last year. 

After further research, Colorado did in fact change the requirements when claiming a deduction on the 2023 Colorado tax return related to social security income taxable on the Federal return.  Including copies of taxpayers' Forms SSA-1099, when filing the Colorado tax return electronically, did not exist prior to 2023.  

Verified.  Thank you.  This just adds to the seemingly endless list of required CO attachments.

What pull down option on Colorado to attach to on screen 4.4?