Proforma from 2019 to 2020 for Fiduciary Returns

Forum|Forum|5 years ago
February 17, 2021
1 reply
10 views

I am attempting to proforma fiduciary returns from 2019 to 2020 (both Lacerte programs fully updated) but am getting the following error message:

"This feature will be available when the Proforma/Organizer update is released later in 2020."

Since it is now mid Feb 2021, I am surprised by the message. Is anyone else having the same message or can point me in the right direction?

Thank you,

Brian

Lacerte Tax

This topic has been closed for replies.

Best answer by pat11

I have successfully proforma'd all of my fiduciary returns from 2019 to 2020. I don't recall getting that message when I proforma'd and don't typically use organizers for these returns but I just printed one successfully for a trust.

My 2019 version is 41.0107 and that includes the 2020 Proforma version listed in 2019, too.

sjrcpa

Level 15

Make sure 2109 has the latest updates.

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

B

brietzeAuthor

Level 2

Thanks - it says I have the latest version. Not sure what else I can do - can someone confirm they have been able to proforma fiduciary returns from 2019 to 2020?

P

pat11Answer

Level 5

I have successfully proforma'd all of my fiduciary returns from 2019 to 2020. I don't recall getting that message when I proforma'd and don't typically use organizers for these returns but I just printed one successfully for a trust.

My 2019 version is 41.0107 and that includes the 2020 Proforma version listed in 2019, too.

Sign up

Login with SSO

Let's get you signed in

Login with SSO