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Is there a report that shows the detail of the tax-exempt interest on line 2a?

sjenkinscpa
Level 1
 
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sjrcpa
Level 15

There is a worksheet. While looking at that line, click on the Green WKS on the left.


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4 Comments 4
sjrcpa
Level 15

There is a worksheet. While looking at that line, click on the Green WKS on the left.


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George4Tacks
Level 15
@sjrcpa I think there used to be a worksheet. I don't see it now. That must be one of the improvements to the software.

Here's wishing you many Happy Returns
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sjrcpa
Level 15
Sorry. I must have been looking at last year.

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User FIDO 61
Level 8

If this is still a concern (and I am on the same page.) There seems to be to ways to force the Tax-exempt Optional Statement in 2019 Lacerte. 

Settings > Options or Master Options > Tax Return > Tax-exempt Interest optional Statement

Or in the client detail 11. Interest Income there is a General Information link at the top of the 1099-INT tab which if you click opens additional input to force 

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If this is not at all what you're looking for my apologies. 

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