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1729 Ideas

Import SSA 1099New

Why isn't SSA 1099 not included as part of the other documents that can be imported?Please add this form to the list. Thank you.

Forum|Forum|1 month ago

david16Level 1

Add form 706 to ProConnectDiscussion ongoing

Would appreciate the option to generate form 706 and related State forms in ProConnect, tired of using a separate software for this increasingly needed form. Thank you for your attention to this matter

Forum|Forum|1 month ago

hamiltonscLevel 2

Need to add form 9325 ProconnectNew

This needs to be done. I saw that there was a post in 2023 and then it was put to a vote. This isn't something that needs to be voted on. This is an actual federal form that the system should have. Too many companies require this for loans, etc. Being able to pull an email confirmation letter means nothing when those can be created manually. I have never worked in a tax software that didn't have this form....including online softwares...including Turbo Tax. This should be embarrassing for ProConnect to not have this form within their system.

Forum|Forum|1 month ago

zzz1Level 1

Add Form 9325 to ProConnectNew

Some institutions, such as mortgage lenders, require a form 9325. The e-file confirmation letter in ProConnect is not sufficient for these purposes. Since it is a form supported by other Intuit programs it would be good to have added on. 

Forum|Forum|1 month ago

SrnjLevel 1

Consolidated 1099 entry screenDiscussion ongoing

Add a complete entry screen for consolidated 1099’s  from brokers to eliminate having to go to multiple screens for interest dividends and stock sales

Forum|Forum|1 month ago

hamiltonscLevel 2

Consolidated 1099 Input ScreenDiscussion ongoing

Ability to have a brokerage statement input screen that you can enter all the data from the brokerage statement on screen and the system carry it to the correct forms. 

Forum|Forum|1 month ago

bwcpaLevel 4

Form 8825 real estate taxes problemNew

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.I just called Lacerte technical support, they have no suggestions, and instructed me to access these feedback forum.This is a significant issue, affecting nearly any LLC in California that's engaged in the rental business, as well as filings for other states that have pass thru entity elective tax.It seems that other users have previously commented about this issue, but no action has been taken.  When we may expect this to be corrected?    

Forum|Forum|1 month ago

erinhardestyLevel 2

Form 8825 - Real Estate taxes vs. Other TaxesNew

he 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.

Forum|Forum|1 month ago

prkworkLevel 4

Ability to Escalate IssuesNew

As a CPA, I can calculate what should be on a return. When entry to ProConnect does not give me what should be, I call Help. But Help is essentially a Level 1 person. If that person cannot find the answer of why something calculates as it does in ProConnect or offer a better place to enter data for a situation, there is nowhere to go. They say, "Call in again." But all I get is another Level 1 person with the same lack of knowledge. We need a way to escalate a matter to a more informed, more technical help person.My specific problem today, where I can get no answer from ProConnect Help, has to do with sale of rental property where the property a) miscalculates the final year's depreciation and b) adds a phantom asset which also is shown depreciating (but not sold) but should not exist at all. Moreover, assistance for where ProConnect wants installment sales resulting from the sale of a rental property is non-existent. Theis is offered as an example. Th

Forum|Forum|1 month ago

Tbetts94 Level 1

Notes are going away... Now we have to have permanent CommentsNew

     This message popped up today. Comments are year specific, and notes get carried over. If Notes goes away, then we have to have the ability to make Permanent Comments that carry year to year. 

Forum|Forum|1 month ago

alisonbrownLevel 2

bank verification docusignNew

along with the 8879s there should be a docusign for bank account verification . Especially since paper refund checks are going away. We should have the client verify the bank accountinformation entered is correct. 

Forum|Forum|1 month ago

nickdrakeLevel 4

Time SpecificationNew

Mine is more of a request more so than a question, although it’s going to contain a question. I think I have mentioned this before but have never gotten a clear answer on it, but why can we not have the option to choose between a certain time frame when printing reports, rather than a month to month, year to year, etc. basis? Why can the program not be more like QuickBooks in certain aspects? I.E. I have a client who is needing payroll from Aug 19th, 2025 to July 19th, 2026. Do you think our program will let us do that? NO! Why not? Because we have a program that does the basics pretty well, but beyond that who knows. Is there any way we might could get this implemented by 2027 or am I asking too much out of the software? I know there’s things that are more important right now but this would make our jobs alot easier when sending reports for audits & for renewals of insurance. Please at least consider this.

Forum|Forum|1 month ago

taxCPA3Level 2

Why doesn't Lacerte support e-filing Nebraska fiduciary 1041N returnsDiscussion ongoing

Lacerte needs to enable e-filing Nebraska fiduciary 1041N returns.

Forum|Forum|1 month ago

2cpasinwvLevel 1

attach federal return to state for e filingNew

Many states require the first 5 pages of the PTE return to e-file. Please make a one button click to have this attach. I currently have to print the first 5 pages to PDF and manually attach them back onto the software to e-file state returns. This seems like a silly and easy thing to fix. Thank you!

Forum|Forum|1 month ago

RajLevel 1

Automatically attach other state tax returns to resident state when e-filingDiscussion ongoing

It is tedious to print as pdf and attach to the resident state when they require the other state tax return to be attached for tax credits.  This should be done by Lacerte automatically, just like it sends the federal return to some states that require it.

Forum|Forum|1 month ago

CPATIMLevel 2

Allow e-filing for Maryland returns with late payment penaltiesDiscussion ongoing

When I try to submit an extended MD return that has a balance due, Lacerte gives a Critical Diagnostic Warning that MD does not allow Late Payment Penalties with an e-filed return - ref #3410.  This is not correct.  I have personally spoken to a representative from MD and was told that MD does accept e-filed returns that include late payment penalties.  Additionally, I previously used Drake tax software and was able/allowed to e-file a MD return that included late payment penalties. This is not a new issue.  I previously used Lacerte for 19 years (before trying Drake) and had the same diagnostics. Lacerte, please correct this issue.  I don't like have my clients paper file their MD returns when they should be able to e-file or have them receive MD penalties due notices.  Don't let Drake be better at filing than Lacerte. Tim  Lacerte user for more than 20 years

Forum|Forum|1 month ago

CPATIMLevel 2

Maryland late payment penaltiesNew

Lacerte gives a diagnostic error when an individual MD return includes late payment penalties. Lacerte will not allow the return to be e-filed with the penalties included nor e-pay the balance with the penalties.  I was told by a Lacerte representative that MD did not permit e-filing with the penalty.  THIS IS NOT CORRECT.  According to the MD Comptroller's office, e-filing with the penalties is permitted.  Additionally, other tax software (Drake) does allow e-filing with penalties calculated and included with e-pay.I cannot believe that a program like Lacerte will allow Drake to better it.Come on Lacerte (Intuit), get with the 21st Century.

Forum|Forum|1 month ago

LeahSCoLevel 1

Federal Form Form 8825 Schedule ANew

Line 30 currently lacks a detailed breakdown, which hinders the proofing process. Because Form 8825 is triggered by assets exceeding $10M across nine properties, the manual verification is time-consuming. Please develop a worksheet or automated solution that provides specific itemization for Line 30 to streamline the review.

Forum|Forum|1 month ago

mcallowayLevel 1

Form 8825 Schedule A - Statement for Line 30 Other DeductionsDiscussion ongoing

Is there a way to generate a statement for what deductions are included in "Other" deductions line 30 on Form 8825 Schedule A? There should be some sort of description for what deductions are included on this line. A statement is generated for other deductions reported on Form 8825 line 17 for entities that file Form 8825 and are not required to complete Schedule A (because they do not file Form M-3); however, there should be a similar statement for Schedule A line 30 for Form M-3 filers that are required to complete Schedule A.

Forum|Forum|1 month ago

commander24Level 3

8825 Schedule ADiscussion ongoing

Is there going to be statement page to the detail on line 31 of the 8825 Schedule A?  I just think that just reporting a total isn't acceptable.  I couldn't find any setting in the partnership module or in the client file.  

Forum|Forum|1 month ago

lstonecpaLevel 1

UPE adjustment to QBIDiscussion ongoing

UPE (unreimbursed partnership expenses) In Lacerte are not adjustment the QBI for the QBID calculation even though it is linked to that partnership.  Manual entry is required to QBI on the passthrough of partnership screen for 199A QBI.  There needs to be a link for this adjustment

Forum|Forum|1 month ago

SutaruLevel 1

199A (QBI) importNew

We have 3 1040 clients who receive income from two trusts that each have over 200 RPEs for QBI. We have to enter them all by hand, and that's after we've already aggregated all the Non-SSTBs with ordinary losses. It takes a couple of hours per trust, and it's a really cumbersome task. If LaCerte could import that data from excel the way you can with Schedule D data, it would be a huge time saver!

Forum|Forum|1 month ago

CT3Level 1

3520Discussion ongoing

Please include form 3520, all competitors seem to have availability.

Forum|Forum|1 month ago

JEFFREYLULevel 1

Where Is The IRS Form 3520 on Lacerte?New

Why Form 3520 is not supported by Lacerte in the individual tax form? Please include that in 2023 tax form. Thank you.

Forum|Forum|1 month ago

DetourLevel 1

Format the input for Partner K-1 Supplemental InformationNew

It would be very helpful if we could format the information we input in the Partner K-1 Supplemental Information so it is useable. Right now there is no efficient way to attach K-1 statements to the K-1s. We need the ability to type in or copy in multiple footnotes and have spaces inbetween the different footnotes so it is readable. The formatting available in this post input would be sufficient.  

Forum|Forum|2 months ago

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1729 Ideas

Import SSA 1099New

Add form 706 to ProConnectDiscussion ongoing

Need to add form 9325 ProconnectNew

Add Form 9325 to ProConnectNew

Consolidated 1099 entry screenDiscussion ongoing

Consolidated 1099 Input ScreenDiscussion ongoing

Form 8825 real estate taxes problemNew

Form 8825 - Real Estate taxes vs. Other TaxesNew

Ability to Escalate IssuesNew

Notes are going away... Now we have to have permanent CommentsNew

bank verification docusignNew

Time SpecificationNew

Why doesn't Lacerte support e-filing Nebraska fiduciary 1041N returnsDiscussion ongoing

attach federal return to state for e filingNew

Automatically attach other state tax returns to resident state when e-filingDiscussion ongoing

Allow e-filing for Maryland returns with late payment penaltiesDiscussion ongoing

Maryland late payment penaltiesNew

Federal Form Form 8825 Schedule ANew

Form 8825 Schedule A - Statement for Line 30 Other DeductionsDiscussion ongoing

8825 Schedule ADiscussion ongoing

UPE adjustment to QBIDiscussion ongoing

199A (QBI) importNew

3520Discussion ongoing

Where Is The IRS Form 3520 on Lacerte?New

Format the input for Partner K-1 Supplemental InformationNew

Filter by product

Filter by idea status

Filter by product

Import SSA 1099New

Add form 706 to ProConnectDiscussion ongoing

Need to add form 9325 ProconnectNew

Add Form 9325 to ProConnectNew

Consolidated 1099 entry screenDiscussion ongoing

Consolidated 1099 Input ScreenDiscussion ongoing

Form 8825 real estate taxes problemNew

Form 8825 - Real Estate taxes vs. Other TaxesNew

Ability to Escalate IssuesNew

Notes are going away... Now we have to have permanent CommentsNew

bank verification docusignNew

Time SpecificationNew

Why doesn't Lacerte support e-filing Nebraska fiduciary 1041N returnsDiscussion ongoing

attach federal return to state for e filingNew

Automatically attach other state tax returns to resident state when e-filingDiscussion ongoing

Allow e-filing for Maryland returns with late payment penaltiesDiscussion ongoing

Maryland late payment penaltiesNew

Federal Form Form 8825 Schedule ANew

Form 8825 Schedule A - Statement for Line 30 Other DeductionsDiscussion ongoing

8825 Schedule ADiscussion ongoing

UPE adjustment to QBIDiscussion ongoing

199A (QBI) importNew

3520Discussion ongoing

Where Is The IRS Form 3520 on Lacerte?New

Format the input for Partner K-1 Supplemental InformationNew

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