After setting up electronic filing of estimated payments for the CA 541 for 2024 for my client, she received a notice of change to the return for CA for the amo... read more
Hello,I just completed a Delaware 2024 SCT-RTN which is flowing properly. However, the SCT-TAX form is producing a 2025 SCT-TAX and input screens are not upload... read more
Sorry if something like this has been asked before but I'm getting conflicting information regarding whether or not a service based, audio video company needs t... read more
So I read the thread on a GOE post from April 2025.(parvitstax)In my case, a situation where the Will of the deceased grants an "option" to the designated benef... read more
I'm using software that can extract data from the Prior Year Worksheet, but without the ability to download them in bulk I spend an unrealistic amount of time d... read more
Hi everyone! I've been round and round my state association, friends who are tax preparers, my own research, and I am still uncertain. I admittedly should not h... read more
If you have bought the Blue Jay AI LLM tool, would you mind giving me a quick review or only a thumbs up or down??Good quality research?High quality memos?
Latest Update: Version 45.0625 - Release 8.5Check out modules below to see what updates have been released in this version of your software. (e.g., recent chang... read more
Scheduled to release later today, June 25, 2025, Lacerte Release 8.5 will introduce changes to the Lacerte Background Updater.These changes include;Updates Read... read more
How do I enter a roll-over from Traditional IRA to ROTH IRA? I don't have the forms so I'm trying to do it pro forma. Thanks in advance for any assistance!
I had to download older versions of pro series from 2019 on. I'm able to do the downloads for the programs but how do I get the client files loaded to the progr... read more
Cx delivered two 1065 K-1s to my office, both of which lost money. Two different EINs.He labeled them as "Self Directed IRAs". Box I1 indicates the entity is an... read more
IntuitAlicia Employee Lacerte Tax Updateposted Jun 25, 2025Last activity Jun 25, 2025 by IntuitAlicia
