Hello Community,Hoping you all can provide insight and verify my suspicions on this one.My client, age 57, inherited 1/3 of his father's 401k. Some background o... read more
New client. First time I will prepare return is for 2024. He was referred to me through a professional relationship. Info:- Divorce finalized in July 2024- I as... read more
I purchased a new PC and lost my customized template from the previous year. I was able to copy it from another PC that had the template. If you are not using c... read more
I experienced an error code when using Lacerte 2024. I followed the instructions and after I went to the Lacerte Tool, my log in disappeared. I click on the ico... read more
I’m encountering QuickBooks Payroll Error PS032 while trying to run payroll. It seems like a problem with my payroll subscription, but I’ve already verified tha... read more
We operate Lacerte hosted through RightWorks.Last year many of clients stated that they didn't receive their mailed paper organizers. This year we are being ver... read more
I see that sometime last night, I crossed over the 30,000 thumb plateau. So that got me thinking about retirement. Based on my age, if I retire next year the 30... read more
So I downloaded the software. Opened it up, got the sign on screen and it sent me a code on my phone, then it said "In order to use Intuit Link & eSignature, yo... read more
I have a 1031 exchange from CA to another state. I filed the initial form 3840 and the annual form thereafter. The replacement property has sold and I know CA w... read more
In speaking to the State of New Jersey Department of Taxation, I was informed that one of my clients' returns had their credits for taxes paid to other states d... read more
