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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- State tax refunds in the fiduciary module
State tax refunds in the fiduciary module
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Pwdeakins
Level 1
06-08-2020
12:16 PM
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It appears that the trust module in Lacerte includes the whole state refund from the prior year into income, ignoring the tax benefit rule? Is there a fix to this?
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George4Tacks
Level 15
06-08-2020
01:03 PM
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Delete the amount. I do not see any other override.
While in Form view, find the entry and RIGHT CLICK to select "Jump to Input"
Answers are easy. Questions are hard!
