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
Married couple are in an S-corp which uses ACA, paying full premiums. Each has a W-2 of 42K medicare wage. I filled out Form 1095 where they got zero subsidy. I... read more
Client has an interim driver's license.I can't seem to get past ProConnect error messages that requires I enter the NY State-Issued PIN of 8-10 digits. I have a... read more
I have a client from CA who took out a $70k heloc and used it to pay her credit cards. Is the interest on the heloc tax deductible for CA since it was not used ... read more
Client has an amount reported in box 11 (nonqualified plan) of W-2 which when entered into the W-2 worksheet is being picked up as Other Income. However, the cl... read more
My client is a trust holding a 1/3 interest in a Partnership (activity is rent of land used for hunting). The trust sold its interest on March 1, 2025. The CPA ... read more
clients (MFJ) donated auto with 1098-C. When entering form 8283, there is critical e-file warming said for married couple, the individual owner's SSN must be th... read more
Vacation home depreciation....I only have one other client with a vacation home rental and it always turns a profit, so Ive never had an issue with this.How doe... read more
I have a new client with a rental that was available for rent on September 1, 2025. He found a renter for December, 2025. He has active and material participati... read more
In attempting to prepare a superseded tax return for a client, I am getting a diagnostic saying that the change to the deduction for seniors cannot be a negativ... read more
It appears the charity is no longer flowing through to the MA tax return. What happened? Also, why does the noncash charity flow through when it is not deductib... read more
I have several clients that are under 25 employees and are able under Secure Act 2.0 to allow their employees to defer the higher amount of 17,600 standard defe... read more
In Proconnect Tax, check return, IRS Form 8606 stops at line 14, and I don't see any path to view page 2, lines 15-25a. Expected to see or enter a 0 for line 18... read more
Deceased taxpayer with surviving spouse who is not the personal representative, married filing joint. In the worksheet for EF on page 2, I have marked yes for t... read more
I would like to request an enhancement to Lacerte regarding the handling of Rhode Island (RI) 529 CollegeBound contributions.Rhode Island allows taxpayers to de... read more
Form 4547: The responsible party phone number must contain exactly 10 digits. Please verify the phone number in Client Information or enter an override phone nu... read more
Just-Lisa-Now- Level 15 ProSeries Professionalposted Mar 24, 2026Last activity Mar 24, 2026 by rbynaker
