Client amended forms 941 for 2020 and 2021 to claim the ERC, resulting in a refund of $520,000 being received in 2023. I am trying to confirm the correct way to... read more
Just received a phone call. This person thinks she hadn't filed tax return since 2018. She wasn't actually sure. Now she wants to come clean with IRS. She had a... read more
Form 8997 has information carried from 2022 in the 2023 smart worksheet at the top. QOF deferral amounts are not carrying to Part I or Part IV of the form, alth... read more
The client has an interest in a PTP that reports income and losses from three lower-tier PTPs. As I understand, losses from the K-1 should be subject to one bas... read more
When I close Lacerte 24, I get a pop-up message titled COM Server Warning with the following wording:"There are still active COM objects in this application. On... read more
Good morning,We are unable to efile form 1040NR, getting an error code 54 which states that the version of the program we are using is no longer current. No pro... read more
My client moved to Washington state on June 4, 2023. She receives pension income from Calpers each month. She did not inform Calpers that she had moved. Califor... read more
Need some expertise help please.New Client M. sold his restaurant business in 2022. Sale was not reported on his return. It seems he sold it at a loss and just ... read more
My first time involved with AAR/F8986. The individual partner received a total of $3000 for two separate years. Since I don't have these two tax years in my sof... read more
Posted May 19, 2025. The following diagnostic is generating: "Tax Form 8978 is present so it must be paper filed." Question: Can this e-file error be disabled?
