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Level 5
December 15, 2023
Discussion ongoing

check box for surviving spouse on estimated payment screen

Related products:Lacerte
  • December 15, 2023
  • 2 replies
  • 4 views

IRS has recently sent letters to surviving spouses that they can't match up their automated estimated payment with their social security number since they were not the main taxpayer listed on the payment. I would like to suggest that the Lacerte programmers come up with a way (i.e.check box for surviving spouse on estimated payment screen) to eliminate this recent problem.

 

2 replies

December 29, 2023

Thanks for the idea to add a checkbox for surviving spouse on estimated payment screen . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

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maughactAuthor
Level 5
March 1, 2024

I agree with this and suggested it last year.