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If you prepared last year's return in Lacerte, last year's info will roll forward as part of the pro forma process. Otherwise you need to enter it.
What Susan said... IF you do need to enter, see Screen 48
We did the tax returns last year and none of our clients information is coming across in the Tax summary screen.
The numbers are listed in screen 48 for last year, just not carrying to the Tax Summary form.
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