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Common questions about Form 5500 benefit plan schedule overrides in Lacerte

by Lacerte Tax 2023 Updated 5 months ago

Below are solutions to frequently asked questions about entering Form 5500 benefit plan schedule overrides in Lacerte.

How do I force or suppress Schedule A, C, D, G, H, I, MB/SB, or R for Form 5500?

  1. Go to Screen 3, Miscellaneous Information.
  2. Select Schedule Overrides from the left Sections menu.
  3. Enter a 1 to force the schedule or a 2 to suppress the schedule for each field.
    • For Schedules H and I, entering a 1 will force Schedule H, entering a 2 will force Schedule I, and entering a 3 will suppress Schedules H and I.

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Lacerte Tax

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