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Is the 2018 Tax Planner (for 2019 Planning) ready to go or do we need to wait for a special update?

bjashcpa
Level 2
 
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amelendez
Employee
Employee

Good afternoon! The 2018 Tax Planner is ready to be used for 2019 planning now, no special update needed. 

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5 Comments 5
amelendez
Employee
Employee

Good afternoon! The 2018 Tax Planner is ready to be used for 2019 planning now, no special update needed. 

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dbtaxsolutions
Level 4
Is there a way to print a client tax planning letter in proseries basic using the tax planner results? Thanks
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bjashcpa
Level 2
I am not sure how proseries works, as I use Lacerte.
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christopher2
Level 1
Caution: If you have a client with a 2018 QBI Loss the planner is carrying forward the loss in a way that adds it to the 2019 QBI income/loss. The field "Prior Year QBI Loss" on the Deductions screen should be changed from a negative to a positive number until it is fixed.
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bjashcpa
Level 2
You are exactly right!  I called tech support over a week a go and they said it would be fixed this week - obviously that didn’t happen!
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