I unintentionally created two returns for a client. I finished one, and printed it. I tried to delete the second one, but somehow deleted the first one. Can I r... read more
Hi all,In all this time of doing returns, I have never had to do an amendment with married separate going to married joint. I have the husbands return and have ... 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
As far as tax planning is concerned. Why won't you help us discover those clients where a simple IRA move would help them lower a Tax bracket? You can say its e... read more
Hi- I'm working on the 2023 version of "Worksheet for Adjusting the Basis of a Partner's Interest in the Partnership" and having some issues. The software is pu... read more
I double checked all 1099-R and they are correct.It could be related to the taxable refund (Arizona).It is for a 1040, and I have already tried to eFile twice. ... read more
Latest Update: Version 45.0604Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more
When I extend a return it says on the letter that the payment date is 10/15!?In my opinion it should never say you have until 10/15!?Here are the rules.Filing E... read more
The ProConnect tax software seems to assume that all users are transitioning to a fully paperless process, including electronic payment of taxes. However, many ... read more
Hi,Have a client who is a resident (not citizen of USA) for tax purposes, he received Social security income from the government which is not taxable under US-C... read more
I've installed the 2024 Lacerte program and the 2024 Lacerte Tax Planner. However, when I click on the icon to launch the 2024 tax planner, nothing happens. I h... read more
