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How do you make prior year as well as current year show up on the Federal Income Tax Summary page?

becky4
Level 2
 
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4 Comments 4
sjrcpa
Level 15

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.


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becky4
Level 2

We did the tax returns last year and none of our clients information is coming across in the Tax summary screen.

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abctax55
Level 15

What Susan said... IF you do need to enter, see Screen 48


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becky4
Level 2

The numbers are listed in screen 48 for last year, just not carrying to the Tax Summary form.

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