becky4
Level 2
 
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sjrcpa
Level 15

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

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

We did the tax returns last year and none of our clients information is coming across in the Tax summary screen.

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becky4
Level 2

The numbers are listed in screen 48 for last year, just not carrying to the Tax Summary form.

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