When a e-file return is being held by IRS for accuracy check indicate that in the E-File update.
You should not have to pay for current year User Access to print prior year returns when you've already paid a User Access fee. Absolutely greedy and egregious.
Hi there,this is my first year to have a client to set up eletcornic withdraw for the PTE prepayment due by 6/15. I noticed that once I e-filed this return. Lacerte has no e-file activity report to indicate that I have already submitted the auto payment of Pass-through elective estimated tax.Does anyone have ever tried this Auto payment for PTE estimated tax payment? Did it go through well? I'm considering advising my client to make another $1,000 PTE elective payment on FTB website just in case this Lacerte auto withdraw failed and I don't have evidence to shown to FTB.
I don 't understand why there is a checkbox for this to opt in to take the exclusion if they meet the age requirements.
I am a Hawaii resident with a Hawaii Sch C. I also have a Montana Sch K-1 with a rental loss.1. The Montana Form 2, Sch II, line 6a is showing the Hawaii Sch C income as Montana income. I believe this is program error.2. The rental loss is not showing up on line 10a of Schedule II. I exceed the income on the Federal and Hawaii returns so the loss deductible on those returns. The Montana instructions say to enter the income or loss from real property located in Montana, (not the amount from Form 1040 Sch 1, line 5 which was limited) so I believe the loss should be listed on 10a.I've spent and hour and 20 minutes with technical support and I spent an equal amount of time trying to fix it on my own. No success.
It would be really helpful if the system notified us of the prior year’s automatic estimated tax payments when starting a new return. A simple summary of last year’s scheduled and completed payments would make planning and accuracy much easier.
Had to edit an email address in Intuit Link. It erased all the questions in the client's Link. Went to Proseries Pro to update the client. After updating, the Intuit Link column was still saying "View" not "Invite." During my hold time with the Proseries help line, I tried something and it worked. I saved the file under a new name. Got the "Invite" in Intuit Link column. Deleted the old file. Invited with the new file. It worked. btw, The default questionnaire generated for Intuit Link is outdated by years. I have my own default questionnaire now. I use their checklist, but my updated default questionnaire.
Our firm contacted the help desk today and had the pleasure of being helped by PETER. Peter you went above and beyond being helpful, you were EXEMPLARY!! PETER provided personal and friendly assistance to several employees in our office and most importantly completely resolved our issue! 5000 GOLD STARS FOR YOU SIR!
Tax Year 2024 Student Loan Interest entered in federal return transferred to Vermont state tax return Schedule IN-112, Part 1, Subtractions from Federal Adjusted Gross Income line 15a. Tax Year 2025 the Student Loan Interest is suppose to transfer to IN-112, Part 1, Subtractions from Federal Adjusted Gross Income line16a. It did not transfer to this form. I had to manipulate the system in order to get the amount in the return correctly.
I have an elderly client on hospice. He rolled over funds in 2025, but had very little taxable income. The K-40H is pulling in all of his rollovers as if they were income received, and when I spoke to customer service they said that was correct by Kansas standards. I understand the homestead refund included taxable and nontaxable income in the total income calculation, but how could they be pulling in rollovers to that income amount?
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