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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- Changed PY estimate carryovers for deceased individuals
Changed PY estimate carryovers for deceased individuals
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Kathleen1
Level 4
03-04-2024
09:43 PM
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We have noticed in recent years that if a client dies in for example 2023 and we go back into the 2022 program and enter the DOD so the 2023 organizer will print reflecting the client is deceased, Lacerte eliminates the estimates that were produced for 2023. So they no longer show up on the 2022 General Information page or in the 2023 organizer that is produced. I don't understand why Lacerte would eliminate the 2023 estimates if they died in 2023. It would be easy to miss asking if the estimates were paid, because they no longer show up in the system. And since they do not show up in the organizer, it is easy for it to be missed by the client.
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