We've put together a list of resources to help with the most commonly asked questions during this time of year. Check out What's popular in Hot Topics for ProSeries | Lacerte | ProConnect
We've put together a list of resources to help with the most commonly asked questions during this time of year. Check out What's popular in Hot Topics for ProSeries | Lacerte | ProConnect
I have a 1099B that is in a couple's name with both parties on the account. They were legally divorced at the end of 2025. The investments were not addressed du... read more
What, if anything, is recommended for a 2024 Roth Ira conversion with no reporting on F8606?Amend?There could be penalties of $50 but I don't think there is a r... read more
Form 1099-R with Code 1 (early distribution) and Box 2a (taxable amount) are checked. However, entire transaction was a nontaxable rollover IRA. How to exclude ... read more
Working on a 1040. Income > Passthrough K-1's > Partnership Info (1065 K-1) does not have Line 12 to input Section 179 depreciation. It skips right to Lin... read more
I have a W2 that is correct and the tips are in box 7. However, the software will not put this on schedule 1-A as a deduction. In Part III H1 I marked 1 using t... read more
Has anyone had a return get rejected because the dependent was claimed on another return? This has happened twice this tax season. The children are biologically... read more
It sounds crazy.....but the taxpayer received 529 distributions....on the relevant input screen....as soon as I entered a "1", "2", or "3" to specify what type ... read more
Where does one best enter the data related to the installment sale of a rental property? For the rental property, disposition is entered in the Depreciation scr... read more
THE TRUST HAD A CARRY OVER LTCL FROM 2024 OF $152K. SOME OF THE LOSS WAS USED UP THE REMAINING IS SHOWING UP ON THE 1041 LINE 23. CHECKED THE BOX TO ALLOCATE TO... read more
As a CPA, I can calculate what should be on a return. When entry to ProConnect does not give me what should be, I call Help. But Help is essentially a Level 1 p... read more
I have ProSeries Basic. I have a long time client that has filed a Federal and CA state non-resident return for the last 8 years. Income sources all the same, a... read more
The following diagnostic is generating:e-file: Form 1040-X: The Net Change for the following item cannot be negative for e-file purposes: Deductions for tips, o... read more
