I just love these little surprises that pop up at the last minute in major tax legislation. Even if I'm not sure what they mean. Sounds to me like you only get ... read more
i have a new computer and have installed PS 2023 on it and have copied the data file from a thumbdrive into the data file. Is there a way to have the files appe... read more
My client died and her son is her personal representative for the Estate. I've done many of these where a surviving spouse was involved, but I can't seem to get... read more
All: check the payment voucher - just did an amended 2024 return with a federal balance due. The payment voucher printed with Kansas City, MO address but the to... read more
I had a reject on Form 990EZ for missing I believe hours for one of the officers. I added but when I try to resubmit it doesn't lock the return but just rejects... read more
Lines 5a(1) - 5(b)2. Not sure if I report "2" or "0" on each line.This is a One Participant Plan (owner/administrator and his spouse). Never had anyone else. Bo... read more
We are trying to use the Lacerte SDK to build an integration with our Web app to read/write data files. Has anyone done something like this before and can share... read more
The following diagnostic is generating: THE SUPPORTING STATEMENT FOR SCHEDULE C, OTHER INTANGIBLE ASSETS IS NOT INCLUDED IN THE ELECTRONIC FILE. IT CAN BE ATTAC... read more
I would like ProConnect to automatically email clients the e-file confirmation when it is accepted. I've had to send about 5 a day and this would save me time. ... read more
This illustrates, for me, the risk of having a client who is a friend. As a friend I was going to answer his question quickly then I realized that this is more ... read more
Question:I’m working with a potential client who is a scientific researcher at a federal institute. He received a Form 1042-S with federal income tax withholdin... read more
