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Have you input the name of a partner yet? Once a partner name is input, it should show in bold on the forms list.
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Your approach seems reasonable and allows the taxpayer to file regardless of the employer's response. You might want to ask the taxpayer to sign a Form 8821 so ...
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Someone on the ProSeries community posted about this issue, and seems to be feeling the pain:https://accountants.intuit.com/community/proseries-tax-idea-exchang...
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If you want the gift to show in Sch A Part 3, the donee is apparently a GST trust. You should not need to override if you check the box on the Donee screen for ...
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I file a number of Oregon MET & MC forms in Lacerte. The transmission summary says it sends the federal return information to MET & MC, but not the Oregon Form ...