EXCESS MORTGAGE INTEREST - WORKSHEETS TO STATEMENTS

[Kimberley]

Excess mortgage interest continues to be a pointing place for auditors.  Currently, Lacerte will prepare the calculations on the general worksheets which is great.  But, it would be nice to have the option to decide with worksheets we want to be included in statements or provided with the return.  

Having a copy print with the return will allow easy review of the calculation with the client when reviewing returns.  Further, the calculation of the mortgage limitation, the average balance calculation, and the interest allocations allowed/disallowed, etc would then be immediately available and separate from the other worksheet items.