- Mark as Read
- Mark as New
- Bookmark
- Permalink
- Report Inappropriate Content
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.
- Mark as Read
- Mark as New
- Bookmark
- Permalink
- Report Inappropriate Content
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?
- Mark as Read
- Mark as New
- Bookmark
- Permalink
- Report Inappropriate Content
Is this a state thing?
- Mark as Read
- Mark as New
- Bookmark
- Permalink
- Report Inappropriate Content
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.
- Mark as Read
- Mark as New
- Bookmark
- Permalink
- Report Inappropriate Content
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.