I am trying to amend a 2022 return that was prepared and e-filed in September of 2023. It was then revised in the software on February 1, 2024, but not done as ... read more
My 77-year-old client is a realtor and property management assistant to an elderly woman (~86 years old) who is also a client. I have never met her. She was rec... read more
Decedent and grantor died March 30, 2023. The trust has become irrevocable, and it has been funded with stocks. An EIN has been granted. No distributions have b... read more
I'm preparing a complex trust tax return. The trust reports activities from three K-1s. Two of the K-1s reported charitable contributions for the year. When ent... read more
My client has two Schedule C businesses. One of the businesses was quite profitable last year, the other barely. He is setting up a Solo 401(k) in the name of t... read more
I got a new computer and everything for multiple years was transferred over and working fine, EXCEPT 2023 no longer auto populates anything when entering names ... read more
Anybody else getting penalty adjustment letters from PA?The underpayment penalty calculation is based on the daily interest rate times the number of days a quar... read more
Our client is a California resident. He has aMassachusetts rental property and 1031 exchanged to a CA rental property with higher FMV. He shouldn't owe any capi... read more
As the question asks, there's a bunch of icons saying that lacerte will be changing. I'm wondering if there's a place to preview the changes and if there's a ti... read more