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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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