Lacerte Tax

When updating my firm address, Lacerte has entered the address incorrectly replacing a letter with a "?" for my street address. I've put in MULTIPLE firm address update requests and contacted Lacerte via phone 3 different times. Each time I talk with someone, they tell me to do an address update request. When I do this, Lacerte "approves" it. However, without the correction to their error (basically not making any change). Any suggestions on how I can get this resolved? I'm beyond frustrated. 

I have been using Lacerte and e-filing for many years and relatively recently lost my e-file capabilities. Although I have reapplied after fixing the problem, I have been rejected for a different reason and now find myself unable to e-file. I have about 15 clients that are waiting on my e-file status to be restored but it will be another 45 days before that happens. Is there a way that I can team up with a Lacerte user in the Ventura, California area that would be willing to help?

I just received my Lacerte renewal invoice and the increase is 20%. Between QuickBooks pricing and forcing people to QBO, Intuit really has gotten out of control. I am a small practitioner doing this as a side business and this just forces me to increase my pricing to my clients. Is the pricing for ProConnect or ProSeries about the same?  I have been user Lacerte for over 25 years and I really would hate to have relearn a new software.  Any feedback is appreciated.  

The deceased has an attorney as the court appointed personal representative. Is Lacerte forcing this to be a paper filed return? There is a refund going to the estate. There is no need for a 1310 but it looks like Lacerte won't let me file this electronically. thx Michele

Form 6251 worksheet is not reflecting the actual amounts as listed on the worksheet.Line 2 of the worksheet says:  Enter the amount from Form 1040, 1040-SR, or 1040-NR, Line 3a. The program uses that number, Line 3a, but if other conditions exist, like K-1, Line 12, Code B, it adds these amounts to Line 2, but there are no details provided as to why that amount on Line 2 above does not agree with Line 3a on the 1040.  Refer to Form 6251 Instructions for Line 13 of the 6251.  There are conditions that adjust Line 13.Therefore, the worksheet is missing details when the return has other conditions, like the K-1, Line 12 Code B, as mentioned above.At the end of the day, I believe Lacerte is calculating the return correctly but is not providing a correct detailed worksheet.You can refer to my case numbers: 15160997665 and 15161035741 We received an IRS CP11 letter recalculating the tax return using the Line 3a amount, therefore causing a tax due for the Taxpayer.  I believe, since the works

I have a CA resident with one item of rental income (From a trust K1 flowthrough) that is for Louisiana (LA).  I have everything going smoothly with a non-resident Form IT-540B-2D return being populated and the LA source income is properly being reflected.  On line 9 it calculates a ratio of LA income to Federal income and it is VERY SMALL.  When I was using UltraTax it properly applies the very small ratio to the applicable deduction on lines 10, 11A, 11B, or 11C to disallow most of the deductions because their LA income is such a small ratio of all their income.  This results in some tax to be paid to LA.   In Lacerte - everything is right up to the Ratio.  But then it is allowing the full federal amount of deductions against the small amount of LA income resulting (incorrectly) in no LA tax.  I just got off the phone with support for more than 30 minutes.  There is no place to override the LA forms for the deductions.  The ONLY override input area is on screen 55.031 where you can i

..

I am preparing an amended Form 1120-F tax return.  On page 1 of the original return, it showed 18,032 of tax on line 2, 424,500 withheld/paid on line 5i and an overpayment of 406,468 on line 8b.  The 406,468 overpayment was refunded.  On the amended return the tax is now zero.  For the amended return how do I show that the 18,032 of tax from the original return should now be refunded?  It is very confusing and I don't know how to handle this via Lacerte.  I efile the return.Thank you very much.

All donees for this form have valid US addresses entered.  I cannot clear this diagnostic.  I have double checked all of them and still receiving this diagnostic.  

In 2024 and 2025, the interest screen is extremely slow and lagging.  It takes us much more time to enter clients especially ones with many different Interest bearing accounts.

Lacerte 2024, Shared File path to server (users have "Full Control" on the folder) with Lacerte installed on each workstation. Users cannot Check for Updates, receive error: "The current user, __, is not within the administrators group. Only users with administrator equivalent may check and install updates for Lacerte programs. We have tried giving the user Local Admin to both the workstation and server - same errorSo far, only Domain Admin has been able to Check for UpdatesWe need users to be able to Check for Updates (requested by the business), without being Domain Admin. Please help ! Thank you 

This "new" feature for 2024 of the "Silent Updates" are truly problematic and troublesome. Even when setting the updates to happen at a scheduled time (midnight), having the software REQUIRE you to "update" the software when opened, is time consuming, frustrating, and crazy! If scheduled, why can't it just do its thing and be ready to use when we open the program?  There is truly nothing "Silent" about this feature.

if a tax payer has a fiscal year that starts in 2022 and ends in 2023 which year forms do they use?

I am trying to print a confirmation letter for a client showing that their Federal Estimated Tax Payments have been submitted.  I can do this for the CA payments, is there a way to do it for the Federal P{ayments?

Is there a way to add additional documents to be included in the standard K1 package? Specifically, looking to add Form 7203 for S-Corps and the basis worksheets for Partnership K1s.

Any idea when Lacerte will be updating the Tax Planner for the new Federal Charitable Contribution limit of .5%?  They have had the Medical Deduction all these years, not sure why they haven't done this for the Charitable Contributions.  I'm currently making a separate entry backing it out, but it's time consuming if numbers change...and not to mention doing this on every client.

I need to recompute beginning stock basis (1/1/205) which was under-reported by errors (Form 7203). There is no change in tax liabilities for the previous years including TY 2025 resulting from this adjustment. S-corp never incurred any losses.  Stock basis has been positive every year after all distributions and any deductible items.   Since 1040 (TY 2025) has been already filed and there is no change in tax liabilities for all years, can I make a correction to FY 2026 attaching supporting worksheet to Form 7203 instead of amending 1040 (TY 2025)?Appreciate any suggestion.  Thanks.

For the life of me, I cannot find how / where to raise this issue with Lacerte.  And it raises many concerns as there was no diagnostic or notification the efiling would be incomplete.  I want to address this with Lacerte / Intuit and cannot see how or where to do so.I have 2 CA Trusts, both efiled and accepted on March 4.  I received tax notices from the Franchise Tax Board on March 12 where they assessed a much higher underpayment penalty.We had included and calculated Form 5805 to annualize as there were large capital gains on the last week of the year.  In my copies there is the 5 page form and worksheet for these calculations that should have been sent with the efiled return.Per the FTB today - Part III (on page 3) was blank.  There was NO annualization calculations submitted or included with either trust.What in the world happened?  More work for everyone when an incomplete return is efiled.  Especially when I think the complete form and return

[removed by moderator] YOUR SYSTEM INHALES VIGOROUSLY.

Does Lacerte have an option to list the attachments a client should include when they paper file? Like, W-2s, 1099s, etc.?

I have 2 clients (so far) received a letter from the IRS saying there was an error on their return. It seems that the taxable portion of their social security did not calculate. These were e-filed on 1/26/2026 and excepted by the IRS on the same date. After going back and deleting the social security worksheets and then reentering them, they did calculate correctly. Intuit said it must have been a clich. It's an expensive one if that's the case.

This credit was not available in calendar years 2022 and 2023 and Lacerte seems to be treating it as a credit that has been phased out.  However, due to low natural gas prices, the credit is available in calendar years 2024 and 2025.  Please see IRS Notice 2025-34, dated 6/27/25 which indicates that the credit for calendar year 2025 is $.79 per mcf.  The credit was $.77 for calendar year 2024.  The Lacerte program has not been updated to allow input of the credit to form 3800, part III, line 1bb for 2024 and 2025 credits.  This a very material item for one of my clients.  In 2024, I had to manually complete both forms 8904 and 3800 and file on paper.  If there is some way I can complete the forms, or at least form 3800, through the software, allowing e-filing of this return, I would like to know.  

I can't get the name or the social security number of the partner receiving the liquidating property distribution to appear on form 7217.  The name and LLC and EIN appear on both the "Partners name" line and "Distributing partnership's name" line.  Anyone have a solution?  Thanks, GS

I have entered all info regarding this Schedule. This is a NM trust that only has NM investment income and CO Sch C and Sch E income. No real estate or personal property exists in NM

Unable to login to SafeSend from Lacerte.Have those credentials changed since the Thomson change?Lacerte telling me my login is incorrect though I can login from the Thomson/SafeSend portal??