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becky4
Level 2
January 31, 2021
Question

How do you make prior year as well as current year show up on the Federal Income Tax Summary page?

  • January 31, 2021
  • 2 replies
  • 9 views
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2 replies

sjrcpa
sjrcpa
Level 15
January 31, 2021

If you prepared last year's return in Lacerte, last year's info will roll forward as part of the pro forma process. Otherwise you need to enter it.

The more I know the more I don’t know.
    B
    becky4Author
    Level 2
    February 15, 2021

    We did the tax returns last year and none of our clients information is coming across in the Tax summary screen.

    abctax55
    abctax55
    Level 15
    January 31, 2021

    What Susan said... IF you do need to enter, see Screen 48

    HumanKind... Be Both
      B
      becky4Author
      Level 2
      February 15, 2021

      The numbers are listed in screen 48 for last year, just not carrying to the Tax Summary form.

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