I have a client that enrolled & paid tuition. She got sick and had to unenroll, but the college won't give her a refund. Can she still claim the education credi... read more
I have customers who passed away in 2024 and early 2025. Executors have not changed their financial records too reflect the income into estate TID- What is best... read more
Fully updated ProSeries Professional.Observed behavior:• Large Form 8949 with ~80–100 transactions• Majority Box A or D• One Box E (or F) transaction near the e... read more
Now when preparing an Idaho tax return, it is not printing or being included in the letter.Normally the letter states:Your federal tax return will be electronic... read more
What is the best practice to ensure no tax is expected due with a federal S-Corp extension filing?Is it as simple as going to the 7004 page in the "Input Return... read more
Please build in the kiddie tax link into PTO that has been in Lacerte for eons. It would be a very efficient way to do the kiddie tax calculations to link the k... read more
I am the only one in my office that has the trustee rights to efile. I set them. I set the Primary Options password. The odd thing that randomly keeps happening... read more
I have a client with a dependent son who lived with them in the U.S. all year. I can get boxes 5a and 5b to show a check mark. They also have a dependent parent... read more
Hello fellow tax professionals. I am working on my first 1041 which owns several partnership interests in rental real estate. The partnership k-1s all have an a... read more
Hi,One of my client rolled over 250k from 401 k to Roth. He gave me the 1099 R with whole amount is taxable and code G in box 7. This all are correct. But the a... read more
all letters right margin does not work correctly. the first page of ALL letters goes off the right side of the of the paper. It now happens in 2024 and 2025. Wh... read more
Anyone else having issues with Lacerte not correctly allowing you e-file the CA partnership returns with no amounts on the IW at the upper tier when the SMLLC e... 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
