bethsven
Level 2
Tuesday
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Already spent three hours on the phone with Lacerte. In all that time they could just tell me that Schedule A is needed with Form 8825 when M-3 is required. They did not explain why they are no longer generating a statement detailing miscellaneous expenses. In my client's case, "other expenses" were many thousands of dollars, so I am concerned about filing the return without a supporting statement.