Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Oregon Schedule OR-PTE-FY for 2020 correction

cancel
Showing results for 
Search instead for 
Did you mean: 

Oregon Schedule OR-PTE-FY for 2020 correction

JANKEEP

I am requesting Lacerte fix an issue to 2020 Lacerte for allowing Schedule OR-PTE-FY to be forced for amended returns..  This option is available for 2021 and 2022.The issue is for amended tax returns OR-PTE-FY is required if  the form was used with the original Return if the original filing deadline including extension has passed. This applies even if the tax calculation is higher by using the schedule. I have has two contacts with Lacerte support.  I was told that I just need to file an amended paper return.  I would have no problem with that but since Oregon Department of Revenue reads the bar codes even on amended return this would involve filing out my own forms and not use the forms printed from Lacerte.  This is big issue for me I have many clients this will affect and will cause an great deal of effort to do manually.   Can Lacerte please update 2020 to have the option to force Oregon Schedule OR-PTE 2020 for amended returns?  This has been done for 2021 and 2022 already.  I cannot be the only one with this issue.

 

 

 

 

Status: New
Vote now if this is a good idea