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Lacerte Tax Discussions

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8949 not allowing loss on inherited land

Can someone please tell me how I need to enter the sale of inherited land as held for investment so that the loss is allowed? Thank you in advance!

vanidosa27 Level 3

Lacerte Tax

posted Jul 10, 2025

Last activity Jul 10, 2025 by vanidosa27

5 4
1040NR

I am trying to enter social security on a 1040NR. It tells me not to put on Social Security input screen but on the 1040-NR, Schedule NEC. There is no place to ... read more

Phillyjkr Level 2

Lacerte Tax

posted Jul 10, 2025

Last activity Jul 10, 2025

0 0
Can I send batch requests for 2 signatures on an engagement letter, ...

KatA Level 1

posted Jul 10, 2025

Last activity Jul 10, 2025

0 0
The Federal K-1 income does not transfer to the Ohio K-1. Is there ...

chaim1 New Member

posted Jul 10, 2025

Last activity Jul 10, 2025 by sjrcpa

1 1
PA RCT-101 Section D Line 1: I would like to chose transfer but Lace...

I chose 2025 Estimated tax credit to 2025 PA #6 apply entire refund or amount to transfer to 2025 but doesn't show on the form.

Ayatajiminy Level 1

Lacerte Tax

posted Jul 9, 2025

Last activity Jul 9, 2025

0 0
New York Partnership Composite Tax Return

Does Lacerte support a partnership composite return for New York? If so, how would you generate one?

fdznavcpa Level 3

Lacerte Tax

posted Jul 9, 2025

Last activity Jul 9, 2025 by Karen_pdx

1 1
How do I get a form 8936 and form 8936 Schedule A to generate for an...

I have tried everything to get a electric vehicle credit to generate in Lacerte in an S Corporation. The vehicle does qualify for the credit.

Quail Level 2

Lacerte Tax

posted Jul 8, 2025

Last activity Jul 8, 2025 by Quail

1 2
How do I fix ref #51468?

paul10ta Level 1

Lacerte Tax

posted Jul 7, 2025

Last activity Jul 8, 2025 by Accountant-Man

5 2
1031 exchange 20,000 difference not shown

I have a 1031 exchange on land a client sold property for 20,000 more than the property received.Since it is not equal or greater they should have to pay on the... read more

michele Level 7

Lacerte Tax

posted Jul 7, 2025

Last activity Jul 8, 2025 by Karl

4 4
do I need to scan the Federal 1040 with the Nebraska form 1040N ?

Nebraska requires a copy of the federal return. Does that go automatically with the efile of Federal and State?

sbring Level 2

posted Jul 5, 2025

Last activity Jul 5, 2025 by IRonMaN

2 1
PA Form REV-1630

Has anyone dealt with or have information about why the PA individual tax form REV-1630 (Underpayment of Estimated Tax) does not calculate correctly.For certain... read more

amacpa Level 3

Lacerte Tax

posted Jul 3, 2025

Last activity Jul 3, 2025

0 0
DC UBT reflects income from only one business

Client has a business. Spouse has a business. Both businesses are reported on Schedule C. The "District of Columbia Unincorporated Business" option is selected ... read more

msindc1 Level 5

Lacerte Tax

posted Jun 30, 2025

Last activity Jun 30, 2025 by msindc1

0 2
Original 4868 was filed in the 1040 e-file not the extension. Now tr...

BKuzemka Level 1

Lacerte Tax

posted Jun 27, 2025

Last activity Jun 27, 2025 by PhoebeRoberts

5 1
Tax Workflow automation recommendations

Has anyone here heard of or used Truss for tax workflow automation. https://gettruss.io/ We currently use Lacerte and SmartVault but are exploring AI capabiliti... read more

Kathleen1 Level 5

Lacerte Tax

posted Jun 27, 2025

Last activity Jun 30, 2025 by TaxGuyBill

4 7
Why doesn't the investment credit flow to the K-1?

cvitale Level 1

posted Jun 26, 2025

Last activity Jun 26, 2025 by George4Tacks

3 1

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Lacerte Tax Discussions

8949 not allowing loss on inherited land

1040NR

Can I send batch requests for 2 signatures on an engagement letter, ...

The Federal K-1 income does not transfer to the Ohio K-1. Is there ...

PA RCT-101 Section D Line 1: I would like to chose transfer but Lace...

New York Partnership Composite Tax Return

How do I get a form 8936 and form 8936 Schedule A to generate for an...

How do I fix ref #51468?

1031 exchange 20,000 difference not shown

do I need to scan the Federal 1040 with the Nebraska form 1040N ?

PA Form REV-1630

DC UBT reflects income from only one business

Original 4868 was filed in the 1040 e-file not the extension. Now tr...

Tax Workflow automation recommendations

Why doesn't the investment credit flow to the K-1?

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