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Level 3
February 24, 2024
Discussion ongoing

8925-box to force that form or carryover numbers from prior year

Related products:Lacerte
  • February 24, 2024
  • 1 reply
  • 4 views

This one is frequently missed within our office.  We prepare that form for any one that has life insurance premiums (m-1 deduction) even if they aren't required to prepare that form.  Can there be a box that this form on the appropriate entry screen that is forced every year?   Even if the numbers from last year on this form rolled over would be great and not necessarily a box.  I know its not a form that bold and wouldn't carryover the prior year information.

1 reply

Level 7
February 26, 2024

Thanks for the idea to add box to carry over numbers from last year to form 8925. We are changing the status to "Open for voting".

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