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Special allocations under Partnership Return
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DRJR
Level 1
03-09-2022
11:39 AM
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After preparing a partnership return that required a special allocation under Income, Ordinary Business Income (Loss) we made the special allocated. After the client called with a question we noticed that the special allocation was no longer there which made the tax return incorrect that was provided to the client. I assume the information was deleted when an update was done. This is a bad situation as the return could have been e-filed incorrectly if the client had not called. Anybody know how to keep this from happening again.This needs to be resolved so that it does not happen again.
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qbteachmt
Level 15
03-09-2022
11:41 AM
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Can you please move this topic from the Software Developers forum to the open Lacerte Community? Thanks.
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