ironmom
Level 3

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.  ???

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