Where am I able in Lacerte to see the Modified AGI calculations, statements/worksheets?
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Look at the relevant form. You will likely see "WKS:" in Green and click on it to see the worksheet.
Clients are inquiring as they are trying to figure out their Social Security IRMAA, was hoping to be able to quickly send them the calculation.
That's not a Lacerte calculation.
It's on the letter from SSA.
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