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The Federal Income Tax Summary does not have a separate listing in the Tax Computation for the new1A deductions tips, overtime, and the senior deductions. The IA deductions are calculating but notseparately listed. Software needs to be updated as soon as possible.
Can you link the online Intuit Link digital organizer to the Lacerte program so that when our client's complete it, we can import it into Lacerte and have it autofill the information?
I posted this over 5 years ago. Hardly a week goes by when I still don't get a thumbs up for it, but INTUIT never makes this quite simple adjustment which would be super convenient for us. https://accountants.intuit.com/community/proseries-tax-idea-exchange/please-move-section-1099a-dividends-entry-box-5-to-the-schedule/idi-p/98099
It is hard to imagine in 2026 that the only option on the client is "taxpayer" and not the spouse. We need the spouse included in the profile AND a spouse signature on the Engagement Letter. This great process is useless to us without both signatures. Even if the argument is that it isn't "required", my insurance company disagrees and it is a matter of respect. Are we living in 1920?
Tax Summary does not include the new Senior Deduction. We are ACCOUNTANTS and when the Tax Summary does not add up correctly, it reflects badly on the accountant!!!!
Lacerte's web site indicates that the PA Local EIT form was released Jan 7 2026. However it is not available in the 1040 program (filing instructions and tax summary are available). This is a huge headache for our firm. If you are in the same boat, please contact Lacerte support asap. This glitch should be an easy fix. Hopefully so.
On HomeBase the Rejected tab should be the most engaging of the tabs if >0 rejects are there. The whole tab should be red or something that stands out because PS does not remind about rejects after the initial failure.
Love the software, easy to use, but had on the eyes after a while. Everything looks the same. Need color tabs and emojis to mark the spot on the return for easy reference. 😊💰👌💶🤬❤️
The problem:Form 8825 now only has a line for "real estate taxes" rather than just "taxes". The old program was better, because in the current day and age, a lot of the taxes paid for rentals is either California FTB tax $800 a year, (or more importantly, pass thru entity elective tax). Neither of these types of taxes are deductible for state tax purposes (but they are deductible for Federal). So, we need Lacerte to either:1. Add another line to the rental screen for "taxes other than real estate". Then add a new line at the bottom of the screen entitled "taxes other than real estate, state if different". 2. Or, alternatively Lacerte should finally break down and add a new column, to the right of the first column entitled "state, if different", that would apply to every single line item on the rental screen (including the "other expenses" section that you access with Control E.
The Schedule 1-A Adjustments aren't listed on the Two-Year Comp. Pretty annoying that its not because I use the two year comp as part of my review and Loom videos to clients.
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