Uber drivers, first is the taxpayer running this like a business and not just a hobby (look at the 9 factor test). Is there a space in their home that they use... read more
Client gave me the wrong bank information and didn't realize it until they received a CP53E letter.Can i update the account information via pro series basic or ... read more
I entered the information on the K-1 input, but there is required information on Form 3468 that isn't shown on the K-1. Also, I linked the K-1 form to 3468, but... read more
Despite the IRS requirement, Proseries does not provide the ability to e-file a 2026 short year final 990 using the 2025 software. The client and I are unable t... read more
I saw from a previous post - try "Update Acknowledgements..." either in bulk or two or three at time - it seems to work for a previous person - but is not worki... read more
For the life of me, I cannot find how / where to raise this issue with Lacerte. And it raises many concerns as there was no diagnostic or notification the efili... read more
I have a client that contributed to his Roth IRA for 12 years after he retired so he has excess contributions. He had no earned income during that time. The inv... read more
I have 2 clients (so far) received a letter from the IRS saying there was an error on their return. It seems that the taxable portion of their social security d... read more
11 Sessions. 2 Days. Fast-Track the future of your practice. Whether you’re looking to scale your firm, streamline your workflow, or plan more strategically fo... read more
Client has an $18k contribution carryover from 2025 and I am wondering if it will show in when we roll over to 2026 or will we need to manually enter that? I ca... read more
