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IRS payment mail address changed but it is not updated in Lacerte. I...

Grayson_Tamberi Level 2

posted Aug 26, 2025

Last activity Aug 26, 2025 by abctax55

3 3
projected estimated tax payment

can anyone shed some light on how the projected estimated tax payments are calculated in the tax advisor estimated tax payment plan program. I'm getting some wi... read more

tfoti Level 3

Intuit Tax Advisor

posted Aug 26, 2025

Last activity Aug 26, 2025

0 0
Typing "Pursuant to..." at the top of the 1040 on an efiled tax retu...

I am amending a tax return. I have to enter "Filed pursuant to section 301.9100-2" at the top of the amended tax return. Can I do this in Lacerte on an e-filed ... read more

suenep Level 1

Lacerte Tax

posted Aug 26, 2025

Last activity Aug 26, 2025

0 0
Smart Vault Duplicating Files

Smart Vault blames ProSeries when a long-term client suddenly duplicates when the tax return is uploaded. Anybody know a fix for this?

HyacinthClare Level 2

Document Management E-Filing

posted Aug 26, 2025

Last activity Aug 26, 2025

0 0
How to remove an asset that is no longer being used in the business ...

I am depreciating a vehicle on an S-Corporation since 2017. For the year 2024, the vehicle is no longer being used in the business and has not been sold. How do... read more

Mel2 Level 1

ProSeries Professional

posted Aug 26, 2025

Last activity Aug 26, 2025 by sjrcpa

2 1
CHARLOTTE, NOT cincinnati - attention CA resident

1040ES payment for Q3no longer go to the Cincinnati PO box. This is a recent IRS change taking effect in Mid-July.PO Box 1300 Charlotte. NC 28201-1300SUPPORT P... read more

strongsilence Level 11

Lacerte Tax

posted Aug 20, 2025

Last activity Aug 26, 2025 by Kathi_at_Intuit

7 9
One Big Beautiful Bill summary and tax changes

Update:An update is available for ProSeries 2024 to recalculate the estimated taxes based on the One Big Beautiful Bill provisions when you use the Tax Planner ... read more

IntuitCharlene Moderator

ProSeries Basic ProSeries Fixed Asset Manager ProSeries Professional

posted Jul 3, 2025

Last activity Aug 26, 2025 by Kathi_at_Intuit

5 3
Open multiple clients for tax preparation or review.

While working on a client's return, another client calls regarding return under preparation. One will have to close the current file to open a new file for a fe... read more

Abayomibolagi New Member

Individual

posted Aug 25, 2025

Last activity Aug 26, 2025 by Accountant-Man

14 4
quick employer forms

I have used Quick Employer forms for almost 15 years. It always saved the W2's and 1099's for 2 years. I filed all of my W2's in January of 2025 for 2024. I jus... read more

bldgcont Level 1

Business Defects

posted Aug 21, 2025

Last activity Aug 26, 2025 by Accountant-Man

3 3
efile state estimates streamlined

Currently, to set up a state quarterly estimate in Efile Pending, you have to go to the Accepted Efile that lists the prior quarter's filing, then go into that ... read more

ralphharvey Level 1

E-Filing Individual

posted Aug 26, 2025

Last activity Aug 26, 2025

0 0
Efile error

I get an error that says "Reject: Error R0000-500-01: "PrimarySSN and PrimaryNameControlTxt" in the return header must match the e-file database.I know the reas... read more

Drake Consulting and Analytics Level 1

Lacerte Tax

posted Aug 25, 2025

Last activity Aug 26, 2025 by George4Tacks

2 1
Can electronic Federal estimated tax installments be set up after e-...

I e-filed the 2024 return, subsequently the taxpayer wants to have automatic withdrawals. I entered the estimated tax information and checked the installment bo... read more

Aldunz Level 1

ProSeries Basic

posted Aug 25, 2025

Last activity Aug 26, 2025 by BobKamman

6 4
updated Form 1040-Es address

The IRS has updated their addresses for the 2025 Form 1040-ES per the IRS website. ProSeries needs to update their software to reflect the updated addresses.

Ripper Level 1

Individual

posted Aug 25, 2025

Last activity Aug 25, 2025 by Just-Lisa-Now-

0 1
life sharing stipend

where is life sharing stipend entered in lacerte, if at all?

Elvis Level 1

Lacerte Tax

posted Aug 25, 2025

Last activity Aug 25, 2025 by TaxGuyBill

2 2
The Schedule B should have an input field for Section 199A Dividend...

The Schedule B should have an input field for Section 199A Dividends; and Form 8995 should allow the user to input, the amounts for Qualitied REIT dividends and... read more

csands-ail Level 1

Individual

posted Aug 20, 2025

Last activity Aug 25, 2025 by Accountant-Man

15 3