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Creating a tax projection in the Tax planner and I want to enter a deferred comp retirement plan. I can enter the dollar amt but doesnt reduce the income. What to do? ty

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Level 1
last updated ‎December 06, 2019 6:14 PM
 
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Level 15
last updated ‎December 06, 2019 6:14 PM

In the 2017 program/planner?   

You tagged this as Lacerte 2018; and I've found that entering deferred comp info off of a projected W-2 isn't working yet in the 2018 software.

Former Chump... umm.... AllStar.
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Level 15
last updated ‎December 06, 2019 6:14 PM

In the 2017 program/planner?   

You tagged this as Lacerte 2018; and I've found that entering deferred comp info off of a projected W-2 isn't working yet in the 2018 software.

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

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Level 1
last updated ‎December 06, 2019 6:14 PM
Thank you. I created this new in 2018. Can I import this file into the 2017 version? Thanks
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Level 15
last updated ‎December 06, 2019 6:14 PM
I'm going to guess that even the all knowing and all powerful Lacerte doesn't have a reverse gear in it.
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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Level 15
last updated ‎December 06, 2019 6:14 PM
Nope - can't put the software in reverse.
I'm a bit surprised you could even use the 2018 tax planner; I did not even download it as doing so reportedly caused issues.
Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
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