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How to resolve Lacerte diagnostic Ref. 17018, verify bank account information

by Intuit Updated 10 months ago

The following e-file critical diagnostic may generate in Lacerte:

Please verify that the prior year bank account information is correct before applying it to the current year return. (ref. #17018)

How to resolve diagnostic Ref. 17018

To make sure bank account information is correct in tax year 2016 and newer:

  1. Select the Details tab.
  2. Go to Screen 3, Miscellaneous Information/Direct Deposit.
  3. Scroll down to the Direct Deposit of Refund / Electronic Payment section.
  4. Select the box labeled Bank account information verified.

For tax year 2015 and prior:

  1. From the Settings menu, select Options.
  2. Select the Tax Return tab.
  3. Under the Tax Return Options section, select Yes from the option Verify Bank Accounts.
Lacerte Tax

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