I am attempting to proforma fiduciary returns from 2019 to 2020 (both Lacerte programs fully updated) but am getting the following error message:
"This feature will be available when the Proforma/Organizer update is released later in 2020."
Since it is now mid Feb 2021, I am surprised by the message. Is anyone else having the same message or can point me in the right direction?
Solved! Go to Solution.
I have successfully proforma'd all of my fiduciary returns from 2019 to 2020. I don't recall getting that message when I proforma'd and don't typically use organizers for these returns but I just printed one successfully for a trust.
My 2019 version is 41.0107 and that includes the 2020 Proforma version listed in 2019, too.