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kgalloway-palmer
Level 2
July 31, 2020
Question

Does Lacerte offer a pre-2018 Form 1040 reconciliation?

  • July 31, 2020
  • 1 reply
  • 9 views
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1 reply

abctax55
abctax55
Level 15
July 31, 2020

Nope... not that I really understand what you are asking.  Lacerte offers 2017 (and many prior years..) software to prepare returns.   The software has a tax summary that I use to reconcile to my excel spreadsheet of control totals.

HumanKind... Be Both
    K
    kgalloway-palmerAuthor
    Level 2
    August 3, 2020

    Thanks for the reply! We just made the switch from UltraTax, which had a dummy form showing what the 1040 would have looked like if the form were still only 2 pages long. I was hoping Lacerte would have something similar for ease of review. It's quicker to review everything presented on the pre-2018 1040 where everything is presented on 2 pages instead of all the new schedules, especially when the schedules keep changing.

    PhoebeRoberts
    PhoebeRobertsIntuit Community Champion
    Intuit Community Champion
    August 3, 2020

    That's basically the Tax Summary page.

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