The refund column in my Display isn't matching to the tax return amounts. Does anyone else have this problem? The ST Refund is fine but the Federal refund isn't correct.

Forum|Forum|5 years ago
June 26, 2020
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Lacerte Tax

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abctax55

Level 15

Are you sure you are using Lacerte, as it doesn't 'have' a refund column in display AFAIK.

HumanKind... Be Both

S

shar1040Author

Level 2

Yes, abctax55, I am using Lacerte. Perhaps you are unaware that you can add columns to the Display under Options - which I have opted to do. One of the said columns that I added was the Refund column. As I said in my original query, the Refund column is not accurate. I have not had this problem in the past few years. It just started with the last software update. Anyone else have this issue?

abctax55

Level 15

Having used Lacerte for over 3 decades, yes, I'm aware of changing the display columns.

THAT column isn't dynamic - I don't believe it changes unless you process the file to forms but I've never tried to use it in the manner you are suggesting.

Are you aware you can pop out the actual forms to a second monitor ? You could have the tax summary showing & monitor the refund that way.

HumanKind... Be Both

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