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    How do you make prior year as well as current year show up on the Federal Income Tax Summary page?

    becky4
    Level 2
     
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    4 Comments 4
    sjrcpa
    Level 15

    If you prepared last year's return in Lacerte, last year's info will roll forward as part of the pro forma process. Otherwise you need to enter it.


    The more I know the more I don’t know.
    abctax55
    Level 15

    What Susan said... IF you do need to enter, see Screen 48

    HumanKind... Be Both
    becky4
    Level 2

    We did the tax returns last year and none of our clients information is coming across in the Tax summary screen.

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    becky4
    Level 2

    The numbers are listed in screen 48 for last year, just not carrying to the Tax Summary form.

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