How to fix Fiduciary Module Critical Diagnostic: Federal Beginning Balance Sheet out of balance?

Forum|Forum|5 years ago
March 15, 2021
3 replies
23 views

The link takes me to charitable sheet. But this is not a charitable fiduciary tax return.

Lacerte Tax

This topic has been closed for replies.

George4Tacks

Level 15

Go to Screen 1 and look at the Miscellaneous Information section. You will hopefully see you as Preparer. What do you see for Type of Entity? You likely want either Simple Trust or Complex Trust - My guess is you picked the wrong type.

Answers are easy. Questions are hard!

S

steve@dejenetax.Author

Level 2

I marked the trust as a complex trust. That is what puzzles me about the Lacerte's critical diagnostic message. Unfortunately Lacerte's support team is virtually non-existent so I cannot send the the file to diagnose their glitch.

George4Tacks

Level 15

Either call support or use Ctrl + L to highlight the return and send it to Lacerte with your concerns about it. They will either use this to fix the program and let you know how to fix the problem.

Answers are easy. Questions are hard!

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