i have a new computer and have installed PS 2023 on it and have copied the data file from a thumbdrive into the data file. Is there a way to have the files appe... read more
My client died and her son is her personal representative for the Estate. I've done many of these where a surviving spouse was involved, but I can't seem to get... read more
All: check the payment voucher - just did an amended 2024 return with a federal balance due. The payment voucher printed with Kansas City, MO address but the to... read more
I had a reject on Form 990EZ for missing I believe hours for one of the officers. I added but when I try to resubmit it doesn't lock the return but just rejects... read more
Lines 5a(1) - 5(b)2. Not sure if I report "2" or "0" on each line.This is a One Participant Plan (owner/administrator and his spouse). Never had anyone else. Bo... read more
We are trying to use the Lacerte SDK to build an integration with our Web app to read/write data files. Has anyone done something like this before and can share... read more
The following diagnostic is generating: THE SUPPORTING STATEMENT FOR SCHEDULE C, OTHER INTANGIBLE ASSETS IS NOT INCLUDED IN THE ELECTRONIC FILE. IT CAN BE ATTAC... read more
I would like ProConnect to automatically email clients the e-file confirmation when it is accepted. I've had to send about 5 a day and this would save me time. ... read more
This illustrates, for me, the risk of having a client who is a friend. As a friend I was going to answer his question quickly then I realized that this is more ... read more
Question:I’m working with a potential client who is a scientific researcher at a federal institute. He received a Form 1042-S with federal income tax withholdin... read more
California has been issuing penalty letters for late file and pay unless they can verify that a taxpayer is in the disaster area. Verification is accomodated by... read more
