Solved: Creating a tax projection in the Tax planner and I want to enter a deferred comp retirement plan. I can enter the dollar amt but doesnt reduce the income. What to do? ty

vincent · ‎12-06-2019

abctax55 · ‎12-06-2019

In the 2017 program/planner?

You tagged this as Lacerte 2018; and I've found that entering deferred comp info off of a projected W-2 isn't working yet in the 2018 software.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

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abctax55 · ‎12-06-2019

In the 2017 program/planner?

You tagged this as Lacerte 2018; and I've found that entering deferred comp info off of a projected W-2 isn't working yet in the 2018 software.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

vincent · ‎12-06-2019

Thank you. I created this new in 2018. Can I import this file into the 2017 version? Thanks

IRonMaN · ‎12-06-2019

I'm going to guess that even the all knowing and all powerful Lacerte doesn't have a reverse gear in it.

Slava Ukraini!

abctax55 · ‎12-06-2019

Nope - can't put the software in reverse.
I'm a bit surprised you could even use the 2018 tax planner; I did not even download it as doing so reportedly caused issues.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

Creating a tax projection in the Tax planner and I want to enter a deferred comp retirement plan. I can enter the dollar amt but doesnt reduce the income. What to do? ty

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