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Thanks George4Tacks for your very prompt response and solution.To share an experience Benefits were received in 2025 for 2022-2024. I tested reduction of 2024 b...
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The question is for lumpsum benefits in 2025 that includes 2022-2024 items. While it can be done manually does Lacerte have a method to do it in the program?
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How do I enter social security benefits for prior years in Lacerte?
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We spent an hour with Lacerte representative who was unable to find the answers.