
Unable to remove a dependent from the Client Details in Lacerte
by Intuit•10• Updated 1 year ago
After choosing the client in the left hand column and selecting the option to delete, the information is still showing for the dependent.
Once a dependent has been deleted, there are a few fields the program populates automatically. These won't delete, but aren't an indication the dependent is still present. When the dependent is deleted, the only information that should appear is:
- Last Name (pulls from the taxpayer in Screen 1 to reduce input)
- Months Lived at Home (defaults to 12 to reduce input)
- Type (defaults to the most common choice to reduce input)
- Earned Income Credit (defaults to when applicable)
- Child Tax Credit (defaults to when applicable)
All other information must be entered to produce a dependent on page one of the Form 1040.
If a dependent still appears on Form 1040, do the following:
- On the Dependent Information detail screen (screen 2), add a new dependent. You only need to enter the first name.
- Highlight the original dependent listed in the box at the left and click the Delete button.
- Highlight the dependent that was just entered and click the Delete button.
That is the only action you need to take. If any information is edited on screen 2 (such as first name, dob, etc) you'll need to follow the steps again. If a dependent continues to show after following these steps, check for any related, residual input. These may come from one of the following screens:
- Screen 33.1, Child and Dependent Care Expenses 2441
- Screen 37, Qualified Adoption Expenses (8839)
- Screen 38.1, Education Credits / Tuition Deduction
- Screen 39.1, Health Coverage, Exemptions, & Misc.
- Screen 44, Parent's Election to Report Child's Income
If this doesn't clear the EF diagnostic about the dependent first name missing and SS # missing, re-validate and create the file. This will clear the EF diagnostic.
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