CNLuntaxr
Level 2
06-09-2021
02:15 PM
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First you manually prepare Form 8978, Lacerte doesn't do that. Looks like when the adjustment favors the taxpayer inputting a negative number in Screen 45.3 causes it to carry to Schedule 3 Line 6. If you owe additional tax, enter a positive number. Lacerte adds this to the total tax and increases Form 1040 Line 16. Either way you get a diagnostic saying it can't be efiled, even after attaching the Form 8978.