Wrong name with pension FEIN
In Lacerte, how can I change the name associated with a pension identification number? I
entered a wrong name initially and now, when I enter the FEIN, Lacerte automatically changes the name back to the wrong name.
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afEKjIl5Kr346iacfA8pyY
03/14/10 11:41am PDT
Viewed by asker 05/25/10 11:00am PDT
Viewed by asker 05/25/10 11:00am PDT
2 Replies
Amy-in-PA
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Advisory council of community power users.
Accountant Community AllStar
Advisory council of Accountant community power users.
03/14/10 12:09pm PDT
Fix your table.
Settings, Table Editor, Pensions, Employer Name, find the wrong one, click "delete" on bottom of screen. Now click "add" on bottom of screen, and add in the right info, then click OK.
Everything will then disappear from your screen, but to test whether it really did work, you can go back into Settings, Table Editor, Pensions, Employer Name, and now look at your table. Is the right name there, with the right EIN, etc? It probably is.
Back up before it's too late. For a professional answer, call Tech Support at 1-800-933-9999 (Lacerte)(other numbers ProSeries, QB, or TurboTax). I am a volunteer, not compensated or supported by Intuit.
