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Does Lacerte offer a pre-2018 Form 1040 reconciliation?

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3 Replies 3
Level 15

Nope... not that I really understand what you are asking.  Lacerte offers 2017 (and many prior years..) software to prepare returns.   The software has a tax summary that I use to reconcile to my excel spreadsheet of control totals.

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

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Thanks for the reply! We just made the switch from UltraTax, which had a dummy form showing what the 1040 would have looked like if the form were still only 2 pages long. I was hoping Lacerte would have something similar for ease of review. It's quicker to review everything presented on the pre-2018 1040 where everything is presented on 2 pages instead of all the new schedules, especially when the schedules keep changing.

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Level 9
Level 9

That's basically the Tax Summary page.

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