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Been doing this for too many decades.
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Lacerte TaxExperience: 41 years
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Delete them (hopefully you haven't entered ANY 2025 info yet). Wait. Transfer again in January.... and possibly just one at a time as the client info comes in g...
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For what it's worth... CA doesn't tax Social Security. BUT, CA is rather aggressive (!) so even if there isn't a liability filing isn't a bad idea just to placa...
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And even more rarely do they implement the useful ones....
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LOL.... just for yuks I clicked on the link. It tells me that Lacerte doesn't support Form 1040 module. Guess I need to look for new software? Maybe Intuit will...
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And to reinforce my previous comment, an organizer (with prior year amounts, as@George4Tackssuggested you would get by recreating the 2024 returns) can only be ...
