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Level 4
January 6, 2023
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Allow for forced Form 8606 on 1040 Settings in Lacerte

Related products:Lacerte
  • January 6, 2023
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It is very helpful to force form 8606 even in tax years that the form is not required in order to track IRA basis for future tax years and in case the client goes to another accountant. We can currently force the 8606 through the input screen, but why not make a universal print choice up in Settings in Lacerte?

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