Why is the software automatically putting a 1 in the box for "disaster related to Coronavirus" in the 2020 Qualified Disaster Distributions for Pg 13.1 Pension and IRA distributions????? This isn't something that was entered in 2020 and yet it is in

Forum|Forum|4 years ago
February 9, 2022
1 reply
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Why is the software automatically putting a 1 in the box for "disaster related to Coronavirus" in the 2020 Qualified Disaster Distributions for Pg 13.1 Pension and IRA distributions????? This isn't something that was entered in 2020 and yet it appears in 2021. These were not classified as disaster distributions in 2020. On one client a 2 was enter in that box, which isn't even an option. It isn't happening on every client, but on most. I cannot find any correlation as to who has this issue and who doesn't.

HELP!!!!!

Has anyone else noticed this??

Lacerte Tax

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George4Tacks

Level 15

When did you do your proforma? If it was recently, contact support. If it has been a month or more ago, you likely should delete at least that client and try the proforma again. If it goes through correctly, then I would delete every 2021 return you have not yet touched and do the proforma again. You can proforma all and the program will prompt you as to whether to overwrite existing returns.

Early issue of the organizer and proforma are notorious for having errors.

Answers are easy. Questions are hard!

H

Heather-ConsultaxAuthor

Level 2

I did my Proforma two weeks ago. This morning I updated my program and brought some clients forward to 2021 again, and the issue has not gone away. I've already accidentally e-filed a client with the code in place and I have no idea what that is doing on the return or what it is telling IRS. This is so frustrating. I do not want to do beta testing during tax season. And I'm not new to Lacerte, we've been using this software since it's inception, my client number is 591 for goodness sake. UGH!!!!

George4Tacks

Level 15

Curious George wants to know - Do these clients have zip codes that might be in a disaster area? What state?

I just reviewed my California returns and I don't see any with this problem. I know the wretched feeling of being a subject of what seems to be a severe programming issue. Maybe @1569 can get someone to contact you and figure out what happened.

Answers are easy. Questions are hard!

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