sjenkinscpa
Level 1
12-07-2019
05:13 AM
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Best Answer Click here
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sjrcpa
Level 15
12-07-2019
05:13 AM
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There is a worksheet. While looking at that line, click on the Green WKS on the left.
Ex-AllStar
George4Tacks
Level 15
12-07-2019
05:13 AM
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@sjrcpa I think there used to be a worksheet. I don't see it now. That must be one of the improvements to the software.
Here's wishing you many Happy Returns
Here's wishing you many Happy Returns
sjrcpa
Level 15
12-07-2019
05:13 AM
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Sorry. I must have been looking at last year.
Ex-AllStar
Ex-AllStar
User FIDO 61
Level 8
03-02-2020
09:30 AM
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If this is still a concern (and I am on the same page.) There seems to be to ways to force the Tax-exempt Optional Statement in 2019 Lacerte.
Settings > Options or Master Options > Tax Return > Tax-exempt Interest optional Statement
Or in the client detail 11. Interest Income there is a General Information link at the top of the 1099-INT tab which if you click opens additional input to force
If this is not at all what you're looking for my apologies.
♫ So if you ask me and I don't tell you
Bet your sweet bottom dollar I lied ♪
Bet your sweet bottom dollar I lied ♪