Creating a filter for pensions

Forum|Forum|6 years ago
December 7, 2019
4 replies
31 views

Our checker has changed the input in Lacerte for the pensions box 2 on some returns to match the 1099-R box 2 to $0. She did not realize that we entered the taxable portion of the distribution and it was not an error. She does not remember which clients were affected nor how long she has been doing this. I tried to set up a filter with the conditions to read: "Taxable Pensions is at least $0 and Taxable IRA... is at least $0". But when I checked the filter it is not filtering out the clients I am trying to catch.

Any help would be appreciated

Lacerte Tax

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Best answer by sjrcpa

Does this actually affect the returns? -0- is not -0- in Lacerte, -1 is -0- in Lacerte.

As I recall, Lacerte treats it as all taxable unless you enter something else in taxable amount.

Of course I understand you want your files to be correct.

George4Tacks

Level 15

I agree the filter/group seems to be broken
@Kathi_at_Intuit can you confirm?

Answers are easy. Questions are hard!

Kathi_at_Intuit

Moderator

@George4Tacks Morning! Let me test it on my end and see.

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sjrcpaAnswer

Level 15

Does this actually affect the returns? -0- is not -0- in Lacerte, -1 is -0- in Lacerte.

As I recall, Lacerte treats it as all taxable unless you enter something else in taxable amount.

Of course I understand you want your files to be correct.

The more I know the more I don’t know.

sjrcpa

Level 15

Of course my recollection could be faulty.

The more I know the more I don’t know.

Kathi_at_Intuit

Moderator

I have tried multiple things in Lacerte and the best that I see so far is adding a column for Taxable Pension and Taxable IRA Distribution, have a filter for each where the condition is Taxable Pension is 0/Taxable IRA Distribution is 0. The good thing is that it will show you all the files that have 0, the bad thing is that it will show you all the files with 0 even those that do not have Pensions/IRAs because technically they are 0. You would have to go through and check each one to verify if it has a Pension/IRA or not. I am trying to see if we can put the information into a CSV file from the Client menu>Export, not 100% sure that this will help, but if we are, you would be able to use excel to filter it.

Also, if the filters are pulling in ones with amounts, then this could mean that the client database needs to be updated.

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D

DarrenTaxAuthor

Level 2

Is zero the same as null for the filters?

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