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Prior to either 2021 or 2022, Lacerte would generate a plain paper Capital Account Reconciliation schedule. In 2023 Lacerte no longer does that. Rather Lacerte ...
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A Grantor Trust return does not generate a summary of Grantors with the tax allocation by grantor in much the same way that the Partnership program will reflect...
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Prior to a few years ago the software generated a Partner's Capital Balance Schedule. Now the program only generates a per partner tax basis schedule.I would su...
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On a partnership return there are printed schedules of partners capital balances and partners percentages.On an S Corp and a Grantor Trust there is neither. I c...