Troubleshooting

Thanks, that works and saves with my "planner 2024" copy of the return.  I would like to point out that it is not a Planner Mode specific fix, it affects both the current year and planner mode so I would warn everyone to make sure they are not making this override on their 2023 return that they intend to file.  This is for a separately saved copy that you adjusted for the 2024 tax year and even though the clawback is correctly calculated when you load it, you still need to go into planner mode to get other aspects of the 2024 tax year reflected in the return you use to estimate next year's taxes.  

 

Thanks for the quick response.