ironmom
Level 3
02-11-2020
10:34 AM
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Yes, they were locked. For the Oregon disappearance I was working on their 2019 return and noticed that their 2018 Oregon tax liability hadn't transferred. Particularly important because we have a kicker refund this year based on '18 Oregon tax liability. I decided to check the '18 return and sure enough Fed shows but no Oregon. The info for Oregon still shows in client info though. (yes I back up). This made me nervous so I randomly selected another 2018 client and there are critical diagnostics regarding the dependent. It says the ss # doesn't match the corresponding entry in the screen and the relationship is invalid! I called Lacerte and the rep said I would need to call the IRS regarding the first issue. ???