I have a client that gets spousal retirement compensation on a W2 annually. The amount is in box 1 and also box 11. It is taxable. Lacerte is backing out to 0

[loricpa100]

I have been inputting the same for a decade.  This year it is backing it out as a non qualified plan and making it zero taxable.  I do not agree and cannot find where / how to override this automated subtraction on the W2 worksheet.  I have deleted and reinput the W2 to no avail

[BobKamman]

Is it putting it somewhere else, like as a pension?  Is this from a deferred compensation plan? I had a client a few years ago with one of those and IRS kept insisting he qualified for EIC.  So maybe now they want it shown differently.    

[loricpa100 · Accepted solution]

Called Lacerte.  The 1040 Sch 1 was revamped (thank you IRS) and now line 1 is blank and it is reflected on Sch 1, Line 8t

Posting this for anyone else who may have an issue.  Thanks for trying to help!

[sjrcpa]

Reading the instructions and looking at the return would have saved you that call.

Just sayin.

[loricpa100]

Um, has been the same for over a decade with this client on location and Lacerte input.  As I do not have many clients with the new Line 8 items, the instructions were not top of mind.  Yet thank you for pointing out what seems obvious after the fact.  Happy tax season to you!

[sjrcpa]

Same to you.