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I want to add to the client letter the last 3 or 4 digits from the client's bank account in the sentence telling the client about their refund or payment to be ...
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I figured it out. You need to enter the excess contribution as withdrawn on screen 32.1 on excess contributions withdrawn by due date. Then enter a 1 on the sam...
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Taxpayer contributed too much to HSA. Distributions reported on 1099SA includes withdrawal of excess contributions. How do i enter this in Lacerte to avoid pena...
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The exclusion of repayment is NOT limited to unemployment recipients only. Per the ARPA, for 2020, the repayment of excess does not apply.
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Lacerte Support already confirmed that they calculate this incorrectly.I have all the input correct.I submitted an enhancement form under help feedback.
