We are experiencing random data corruption that causes all detail to disappear in a given client, and it's happening frequently. Usually, we can restore the cli... read more
(NYT) The acting commissioner of the Internal Revenue Service is being replaced after Treasury Secretary Scott Bessent complained to President Trump that the la... read more
Issue 1: In the 2024 Baseline Year, the State Tax Refund isn't showing up in any row, but it is being added to the Total Income. Therefore, the report, as it di... read more
2024 exclusion is $13,610,000. 2025 exclusion is $13,990,000. How to update in Lacerte for correct 2025 exclusion amount for an April 2025 date of death?
Here's the error message.This return is required to calculate the Premium Tax Credit and Reconciliation of Advance Payment of Premium Tax Credit using the Month... read more
Rather than create a file copy, want to be able to assign a separate FBAR ownership to the secondary taxpayer. Dare I hope for more, the ability to allow two FB... read more
Client did 1031 in 2015. One Texas property was relinquished for one CA property. Amherst facilitated.In 2025, the CA property was sold. Large gain, large tax.A... read more
new client in 2024 - when reviewing 2023 return I see that the entire return is basically incorrect. Most of the errors will be easy to fix but the prior accoun... read more
