The 3/16 filing deadline for 1065/1120s has closed. The Perfection Period is now in progress. Check out Hot Topics for ProSeries | Lacerte | ProConnect
The 3/16 filing deadline for 1065/1120s has closed. The Perfection Period is now in progress. Check out Hot Topics for ProSeries | Lacerte | ProConnect
I went to open my 2024 Fixed Asset Manager and it would not load the Client because it said c:\famwin24\clients\303___R.F40(File is not a Data File).First time ... read more
We received this reject message on a Return. The client's last name has an apostrophe in it. We have filed returns for them for several years. It seems like may... read more
My client has a partnership which is a loss. On his federal, he does not have any tax liability with no balance due or refund. Does this taxpayer have to file a... read more
My client wants to make one direct debit payment for the entire calculated estimated payments. Can someone explain how to do that in Pro Series Professional.
Filing a 1065 for a partnership that installed solar in 2025 (construction began 4/15/2025, placed in service 7/24/2025) on their commercial property rooftop. S... read more
Texas client sold soybeans gifted to him over a year ago by parents who farm in Ohio. He wanted to play the market so his parents stored the beans for him. He s... read more
Client's financial institution did not disburse the 2024 RMD for an inherited IRA that they weren't aware of until I asked the client why she had a disbursement... read more
My client is a single individual, age 85. She gave $21,000 to her son in 2025. Her taxable estate will likely have a value of $1,000,000 to $3,000,000. She is r... read more
Does anyone know how to enter Accrued Market Discount on a stock sale for a resident of PA. The federal return treats it as interest income, and is added to cos... read more
When preparing a simple trust, I have 2 beneficiaries sharing 50/50. One of the beneficiaries wants their K1 but wants to leave the other 1/2 in the trust- not ... read more
