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MAGI calculations

david14
Level 1

Where am I able in Lacerte to see the Modified AGI calculations, statements/worksheets? 

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3 Comments 3
sjrcpa
Level 15

Look at the relevant form. You will likely see "WKS:" in Green and click on it to see the worksheet.

The more I know, the more I don't know.
david14
Level 1

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. 

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sjrcpa
Level 15

That's not a Lacerte calculation.

It's on the letter from SSA.

The more I know, the more I don't know.