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After printing from Lacerte to SV, we rename the file in SV. Renamed Client # Client Name 1 (last number is dependent upon how many times it has gone to review)...
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I think any line that doesn't have a statement to it (i.e 995 from reit, Unrecap 1250 on Sch D, etc).
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At least 2024 filing is the last year for that repayment
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Under the views, the e-file clients screen it would be nice if the status of the return was there.
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This one is frequently missed within our office. We prepare that form for any one that has life insurance premiums (m-1 deduction) even if they aren't required ...
