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Level 2
March 29, 2023
New

Diagnostic for future date of death on 1040

Related products:Lacerte
  • March 29, 2023
  • 3 replies
  • 1 view

Give diagnostic if the date of death listed  on the 1040 is for a date in the future. I mistakenly tried to submit a return with November 2023 DOD, but should have been 2022. Didn't realize the error until already gave clients their copies of return and the return was rejected by IRS.

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3 replies

sjrcpa
Level 15
March 29, 2023

Correct it and resubmit. Make new copy for client.

The more I know the more I don’t know.
Level 2
March 29, 2023

Yes, this is what I did. 

I thought this is where to leave feedback for Lacerte as well...That it would be nice if they could add a diagnostic about this. 🙂

sjrcpa
Level 15
March 30, 2023

Good idea. They implement very little of what we request.

The more I know the more I don’t know.