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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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FJZCPA
Level 1
05-14-2024
08:32 PM
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How do you handle clients where the IRS or state adjusts the overpayment applied towards the next year before you roll the return.
Example: when the return was prepared, the over payment applied towards next year was 1,000. IRS sends a notice and adjusts it to 850.
How do handle this in Lacerte so the correct carry forward is rolled forward?
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