abctax55
Level 15

Having used Lacerte for over 3 decades, yes, I'm aware of changing the display columns.

THAT column isn't dynamic - I don't believe it changes unless you process the file to forms but I've never tried to use it in the manner you are suggesting.

Are you aware you can pop out the actual forms to a second monitor ?  You could have the tax summary showing & monitor the refund that way.

"*******Tax software is no substitute for a professional tax preparer*******
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