becky4
Level 2
01-31-2021
03:31 PM
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sjrcpa
Level 15
01-31-2021
04:03 PM
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If you prepared last year's return in Lacerte, last year's info will roll forward as part of the pro forma process. Otherwise you need to enter it.
Ex-AllStar
abctax55
Level 15
01-31-2021
04:13 PM
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What Susan said... IF you do need to enter, see Screen 48
"*******Tax software is no substitute for a professional tax preparer*******
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becky4
Level 2
02-15-2021
11:58 AM
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We did the tax returns last year and none of our clients information is coming across in the Tax summary screen.
becky4
Level 2
02-15-2021
11:59 AM
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The numbers are listed in screen 48 for last year, just not carrying to the Tax Summary form.