jtgcpa
Level 3

Another way to think about this: What if Lacerte took the same position on any other data point in the program, say, bank account information?

Sure, I'm supposed to verify this info every year.  I absolutely do.  But it's not helpful for Lacerte to intentionally not transfer this data, only to make me manually enter it again, just so they can say that I'm supposed to verify this data anyway, so why transfer it.