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A lot of our 2018 clients did not Proforma to 2019. The error msg is bad. Lacerte-confirm that U see the 2018 Forms, we can and these tax rtns have been e-filed.

andrea
Level 1
 
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abctax55
Level 15

This isn't Lacerte/Intuit support.  This is a forum of peer to peer users.  So we can't see your files, or confirm anything for you.

And for the second time today, I will warn that proforma-ing this early in the game is a BIG mistake.  There WILL be updates & revisions.  It is also way too early to do the organizers.

If you search the forum, you will see that LAST year, there was an issue with trying to proforma returns that were locked.

"*******Tax software is no substitute for a professional tax preparer*******
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abctax55
Level 15

This isn't Lacerte/Intuit support.  This is a forum of peer to peer users.  So we can't see your files, or confirm anything for you.

And for the second time today, I will warn that proforma-ing this early in the game is a BIG mistake.  There WILL be updates & revisions.  It is also way too early to do the organizers.

If you search the forum, you will see that LAST year, there was an issue with trying to proforma returns that were locked.

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