How do I transfer information to Form 965-A?

[eeyore]

My client received a K-1 with Form 965 Schedules G & H completed.  My understanding of Form 954 is that, first, this relates to the 2017 tax year, and the results flow to Form 965, lines 5 and 27. No problem here.  Where I'm having difficulty is getting the required 965 information to flow to Form 965-A.  Frankly, I have no idea what the Taxpayer's Net Tax Liability with all 965 amounts would be, and I would expect that at a minimum, Lacerte would flow the Taxpayer's Net Tax Liability without 965 amounts to this form.  Can anyone help me??

Thanks!

Elaine Ragland, CPA

[PhoebeRoberts · Accepted solution]

Prepare the return as usual. That's your "with" calculation. Then clone the file, delete the 965 amounts, and see what the tax is. That's the "without" calculation. Key those numbers into Screen 90.1.

The 965-A input is, entirely inexplicably, in Screen 45.5.