Lacerte Tax

E FILE error message: Form 990-PF, Part XIV, 3a "Foundation status of recipient" only allows specific inputs for electronic filing. Allowed are PF, POF, PC, GOV, SO-DP, SO I, SO II, SO III FI, SO III NFI, TPS, NC, and I. Refer to the form instructions. Input screen is show PC and public charity for all grants. Unsure what to do. Grants are coded the same way as they have always been. Suggestions as to what box to change?

Why is it that some people forget to give me Form 1095-A, Health Insurance Marketplace statement?  I'm enjoying learning about my clients, not just as taxpayers, but as people. It could be as mundane as forgetting a piece of paper or being busy with family or work.  But I wonder if it is something else?  Maybe it's a government "handout" that isn't noticed until it is needed.  My clients who forget about it are people who don't need medical care, so it isn't . Whereas a Netflix subscription, is much easier to remember because it is used more frequently.It's annoying because I don't discover it until the e-filing is rejected.

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Form 8959 instructions say that employers are required to withhold more than the 1.45% on wages over $200K.  However when taxpayers file MFJ the wage limit before the extra Medicate tax is assessed is $250K.  My taxpayers situation:  One employer, but received two w2's, one was for reimbursed moving expenses.  Neither of the W2's is over the $200K amount. However one of the W2s shows withholding of more than the 1.45%, assuming that the employer thought that the 2 W2's together met their requirement to withhold the extra tax.  Form 8959 is populating correctly within Lacerte, and shows that the taxpayer is due $183 refund for overwithheld Medicare tax.  But a critical diagnostic appears that will prevent efiling due to Lacerte ONLY reading that ONE W2 is NOT stating Medicare wages as over $200K. There is NOTHING in IRS regulations or the Form 8959 instructions that say if Form 8959 is being filed to report overwithhled Medicare tax that the retur

I'm preparing a NY Nonresident IT-203 for an Ohio partner.  His K-1 shows quarterly estimated MCTMT payments were made for him.  Where do I enter those in Lacerte?

On 2025 form 1040, How to get box 12c checked? Please help!

I have a return that requires attaching the form 8978 & Form 8978 Schedule A.  Says that the return has to be paper filed.  Has anyone been able to attach all the required documentation as a PDF so the return can be efiled?Or did the attached documentation get included & the critical diagnostic bypassed?

How do I change the email address for one of my users?

ARE DIRECT DEBIT FOR ESTIMATED TAXES SUPPORTED IN THE 1041 MODULE? 

LC has changed the way it presents 2% deductions on a 1041. I like it. I thank the people responsible for this improvement. (Compared to 2024, this is better. And this help ensure that 2% deductions are properly coded.) 

has anybody encountered this bug?

My client has 3 LLC's filed on his 1040.  Lacerte is only generalting 1 public information return form 102 . It is for the first one listed.   I have an officer and director listed for each one, but no reports . Any ideas what's wrong ? 

I am trying to integrate the Intuit Lacerte Developer SDK into a .NET application, but I am unable to add the SDK reference. Triied both versions 64-bit and 32-bit and all frameworks from 4.8 to 9.0

Lacerte only has one option in the client screen. Taxpayer full year (yes or no) I've tried both.  Ohio IT-NRC is not auto-filling entries OR allowing overrides on Part B for non business income.  Taxpayer in Florida, Spouse in Ohio for 10 months of the year. Both retired, only non business income.1) I can't get the dates on the IT-NRC to reflect the facts. Override on 50 doesn't work. Input on Screen 55 does not provide dates to the Form IT-NRC .2) The allocation in Part B is blank, retired taxpayers have no other income to allocate.Any help would be appreciated.  

2025 1040 due date not updating when efile extension

I need to submit an amended return, but the original return was form 1120 and the amended has to be form 1120-F

What, if anything, is recommended for a 2024 Roth Ira conversion with no reporting on F8606?Amend?There could be penalties of $50 but I don't think there is a reasonable cause. I did not prepare the 1040.(The 1099R for the distribution from the traditional IRA was done and reported on the 1040.)

When tried to validate individual tax returns, ef status said "failed validation" see diagnostic.  But, there is nothing in Diagnostic. This client was ok on 3/31 when I tried to print client pdf returns.  But yesterday when I tried to print client return again, it show "failed validation" on federal and state ef status in client list.  I tried validation process again today, still same problem.Taxpayer's signature date is missing (not ready to file yet).  But, no such problem with other taxpayer when printing client's pdf returns for review.Does anyone know how to clear this "failed validation" in client list?Thanks.

I have two sides of a duplex that have been exchanged for a single structure.  The original properties are set up as two entities in the depreciation schedule.

Hi,I have an s corporation with foreign income from acting services. the corporation has no foreign branch.  say gross income from all sources is 1,000,000, expenses from all sources are 750,000, foreign income is 250,000 and foreign expense are 187,500. where do I enter these amounts on K2 and K3 and what amounts do I enter? I am looking in Part II Section 1 and Section 2., but once I know how to complete section 1, section 2 will be the same.Is the US source amount just the 750,000 that is not foreign and if so, the foreign 250,000 would go in what column?Thanks, Michael

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I have a client who has changed one of the emails for e-file authorization twice, and now they have changed deductions which changed tax liability over 25%How do I void the second eSig request  

 

Irrevocable trust with huge long-term capital gains.  Tax is being calculated using ordinary income rates. 

This is just a question on mechanics.  Taxpayer and spouse filed joint return in 2024 (year of death for taxpayer).  When I brought the return forward to 2025 it brought the spouses forward but kept her as spouse.  I am not sure if I did it correctly or if I need to do anything special.  Do I keep the classification of her items as spouse for comparison purposes or since it is a single return, change it to taxpayer?