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- IL Retirement Subtraction in 2024 Lacerte
IL Retirement Subtraction in 2024 Lacerte
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Golf007
Level 2
yesterday
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When you enter a pension or IRA Form 1099R in screen 13 with distribution code D, Lacerte now removes this amount from the IL 1040 Line 5 subtraction in the 2024 software. I do not believe that the Lacerte program made this adjustment in years prior to 2024. Be sure to double-check your IL subtraction relative to non-qualified annuities.
2 Comments 2
George4Tacks
Level 15
10 hours ago
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Use Ctrl + L to open a message to Lacerte to report the issue. Your description and solution should be included to help them correct the programming. Good work.
Answers are easy. Questions are hard!
