Power of Attorney/2848 not filling correctly?

[Amajane285]

When I look at Forms after filling out Screen 65.2, the form 2848 does not pull the client's name over, and it pulls the spouses SSN.  This is happening in all clients.  Has anyone else experienced this or found a solution?

[PKCPAMST]

Here are the steps:

1. For taxpayer, enter "1" in Print with complete return.

2. For spouse, click on Add to create POA2.

3. For spouse's POA2, repeat Step 1, and check the box for Duplicate Form 2848/8821. 

[Amajane285 · Accepted solution]

I know the steps.  When I go to the form to check the POA shows the Spouses SSN and no name above the address.

In prior years of the Lacerte Program, the 1 in the "print with Complete Return" Field is not a requirement for the form to fill correctly.  I've never had to put the 1 in that field.

I had left the "Print with complete return" field empty because we don't want it to print with the complete return.  We need the POA separately,  after the return has been filed. 

HOWEVER,  When I added the 1 in the "print with Complete Return" Field it fixed the POA and prints correctly.  I will just remove the 1 after we print the POA for the client to sign. 

[PKCPAMST]

That’s my workaround until Lacerte fixes the problem.