bobbyeyes
Level 3
03-20-2021
12:59 PM
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I am a 30 year Lacerte client and this year is the worst ever for customer reps who are NOT up on the laws and cannot provide accurate information. I just spoke with 4 Reps all told me they are new...I asked about the Cares Act on a client taking a $100,000 IRA Distribution. I know on form 8915 the gross can be rated over 3 years...However the program makes you take entire federal withholding only to the first year 2020..I asked why the tax cant be rated over 3 years. After 4 reps and 3 hours of my time they admit they know nothing about it. WTF....Also a few reps didnt know that the Unemployment exclusion of $10,200 does not apply to incomes above $150,000... When you call Lacerte they say they are connecting you with an expert..LMAO....