Skip to main content
Level 1
October 27, 2022
Question

2021 Baseline Imported Incorrectly - SEP contribution

  • October 27, 2022
  • 1 reply
  • 4 views

How do you correct a field that imported incorrectly?  The 2021 SEP Contribution imported at the maximum and the client's return was e-filed with a lower amount.

This topic has been closed for replies.

1 reply

Moderator
October 28, 2022

Thank you so much for your feedback.  

We have recreated your issue, and have summitted this to development for further review.

While you will not be able to modify the incorrectly imported amount(s) from the Pre-Strategy baseline screen 2021 Actual column you can edit the 2022 Baseline column amounts to be correct. 

We appreciate your patience while we work to address this issue quickly

Thank you for being a customer!