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I just followed the M2 instructions because that is all I could find that people did and no Lacerte response.
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So sounds then like I am correct in doing this and Lacerte is not going to update has to be done manually?PPP was forgiven and all of it 100% used for all eligi...
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I do not think it is. I have to manually (per instructions) adjust OAA to AAA in order for them not to have a negative Balance at Year end and take distribution...
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I know. I am nervous to pull the trigger or do I wait for an update in case of calculation issues later...
