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
I am using the custom financials feature and have 8 business that are listed separately but then get combined on one income statement. The one locations cost of... read more
Lacerte REP is committed to improving our payment offerings by streamlining and expediting the posting of payments to your REP account while keeping your data s... read more
Please work with Iowa to allow taxpayers to electronically file their estimated tax payments for Iowa using Pro Series. Most other tax software packages support... read more
I am the administrator for my brother's estate. He has a 91K IRA that has been rolled over to an estate account by the investment company. My brother did not ha... read more
Intuit link is defaulting to 2023 instead of 2024, when either we or the client access it. Is there a way to change the default to the current year 2024?
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
A client experienced a complete loss on his interest in a partnership that was set up to fund a health care receivables business. There was no consideration rec... read more
Hello community, I recently had an Intuit Support Specialist input an enhancement request to add external K1's to the import feature. Currently in Lacerte, it i... read more
I have a client that received an offer of 2 million to sell part of the business. It would include some assets, $50,000. The rest is not really "goodwill" the b... read more