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 entered the allocation of interest and dividends on the federal return as provided in the instructions. When I go to PA it still has the total. How to I get P... read more
Could Lacerte be able to provide a separate Carryforward Schedule for the Individual Module? The General Information worksheet is helpful but it would be nice t... read more
I have a client filing Schedule C as a pet groomer. The occupation itself qualifies for NTOT. While he receives tips, he does not receive any Forms 1099 or othe... read more
I have return that got rejected for not having form 8962 attached. How do I get this form to attach to return. I have information in the input section and have ... read more
Grandchild did not go to college. Gross distribution $2050, earnings $509. How to include earnings in Grandfather's income, plus 10% penalty. Would a transfer t... read more
I am doing several Federal and state tax returns (2022, 2023, 2024 and 2025 )for the client . The 2023 federal returns shows $500 state refund as taxable since ... read more
I'm looking to retire in the next few years but would like to keep doing just a few returns - mostly for family. Anyone know what Intuit product would work best... read more
I have a simple Schedule C client who just has a few business miles. I have always just used the standard rate and fill in just enough of the Auto Worksheet to ... read more
How can I change an email address for e-signature to resubmit for signing without using up one of my envelopes. Client sent incorrect email address address and ... read more
A client sold a diamond ring on consignment at a local jeweler. The jeweler paid her the agreed to consignment amount. The jeweler sent her a 1099-NEC for her p... read more
I e-filed a clients return on March 8th, 2026. He owed a balance due for Federal and CA, however the payment has still not been withdrawn from the client's pers... read more
REGARDING PROSERIES PROFESSIONALY, I AM HAVING A PROBLEM WITH NAMES DISAPPEARING FROM MY EF CENTER WHICH IS A CONCERN SINCE THIS IS WHERE I DEPEND ON SEEING MY ... read more
