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I solved it. Once I got an amount on line 6, the exemption amount updated to 2023.
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Lacerte 2023 gift return (709) has the wrong exemption amount. The 2023 software is using the 2022 exemption amount.
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The alerts are a problem. Also, when an alert is cleared in one year, it should clear for all years.
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Sometimes I feel like somebody's watching me. The new splash screen is....creepy.
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Every year I have "duplicate" clients in Lacerte due to amended returns or superseded returns. When I proforma to the next year, I only select the amended or su...