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david14
Level 2
March 27, 2022
Question

MAGI calculations

  • March 27, 2022
  • 1 reply
  • 4 views

Where am I able in Lacerte to see the Modified AGI calculations, statements/worksheets? 

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1 reply

sjrcpa
sjrcpa
Level 15
March 27, 2022

Look at the relevant form. You will likely see "WKS:" in Green and click on it to see the worksheet.

The more I know the more I don’t know.
    D
    david14Author
    Level 2
    March 27, 2022

    Clients are inquiring as they are trying to figure out their Social Security IRMAA, was hoping to be able to quickly send them the calculation. 

    sjrcpa
    sjrcpa
    Level 15
    March 27, 2022

    That's not a Lacerte calculation.

    It's on the letter from SSA.

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