A client received several W-2 forms from the same employer, for the same job, containing different information in the state sections. This is because he worked ... read more
the electronic filing of the Form 7004 extension (code 17) for 1120-H association tax returns appears to not be supported. Is anyone else experiencing this and ... read more
Every single time there is an update - multiple people in our office have to run the LACERTE PDF PRINTER REPAIR TOOL before we are able to do ANYTHING in Lacert... read more
In Kansas City MO anyone who files a Schedule C has to Efile from RD-108 and attach a Schedule C or RD-108B to the form. I have 3 issues that I have encountered... read more
Estate is the beneficiary of the insurance proceeds. It is below the limit so it should be nontaxable. Estate does not have any liability. Total amounts will be... read more
Retired Minister has two 1099R's and according to church he is entitled to housing allowance against this income. there is no amount in box2a and 2B is checked ... read more
If the Client takes the student loan interest deduction on the federal return, I see pro-series add it automatically on the Maryland State return under the addi... read more
Hello Community!I am working on a return for a person (a spouse of a diplomat, has work permit and US-sourced earned income. 1040NR due to visa type; presence t... read more
TP divorced in 2023. TP lived in host until sold in 2024. $400K gain to report. Former spouse retained share in home and net funds after sale were split. 1099-S... read more
My ordinary income line on the K1 reconciliation is different from the K1. Intuit says it is pulling the amounts from Form 8990, Limitations on Excess Business ... read more
So, client sold a baseball collection he'd been building since he was a kid. He'd never listed it as an asset previously, but he knew what he'd spent on it and ... read more
Client did a $6,500 in 2023 and $7,000 in 2024 traditional IRA contribution (8606 was done in 2023 and 2024). Did the conversion of $13,535 ($35 in interest) in... read more
