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Not calculating 2023 AGI

I have forced the Federal estimated tax worksheet and I have input several adjusted amounts to income. I have selected the option to based ES on the higher of 2023 or 2022.  The adjusted income amounts are not appearing on the worksheet.

AHA - SOLVED. I needed to exit that return and enter it.  Now the income adjustments appear.

I have never had to do exit and enter. Maybe this is a feature of the cloud/hosted lacerte.

FYI to others.

Later Edit:  This isn't specific to one client.  Support suggested doing a reset, a Web Setup. That can take 10 minutes or more, so I declined to do that now.

 

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2 Comments 2

what a hullabaloo. how annoying to need to exit in order for this to recalculate!

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PhoebeRoberts
Level 11
Level 11

Every once in a while, my locally-hosted Lacerte will stop calculating a return, and exiting that return and going back in fixes it.