Simple trust AMT calculation - Form 1041

If this issue has not been resolved for you, you may want to contact Lacerte Email Support and attach the client with a detailed description of the problem so that Lacerte Support can review this issue for you.

You may follow these steps to create a Lacerte email message and to attach a client file:

1. From the Client tab, click Tools -> Communications -> Lacerte Email.

2. From the Lacerte E-Mail window, click New.

3. Complete the "From," "Subject," and message text areas.

4. Click Attach -> Attach Client.

5. Select the appropriate tax year, tax program, and data path directory.

6. Highlight the desired client at the bottom of this window and click OK. Press your Shift or Ctrl key to select more than one client file.

7. Click OK. This should return you to the New Message window, with the client number(s) appearing in the Attachment section.

8. Click Message --> Send Now. This will open the Communication Manager and transmit the message.

I have actually emailed my client to Lacerte (on the date of my original question) - I have not heard from Lacerte regarding this. Perhaps you could look into it for me as the issue has not been resolved.