Does Lacerte generate the Generation Skipping Tax return 706GS(D)?I have a client with a 706GS (D-1) form, showing $30k of Generation skipping income.I don't se... read more
Where do I input a tax refund from the prior year to the current year return? I tried inputting on screen 7.1 but it doesn't flow on to Line 26 of the next year... read more
Accrued Interest PaidMy client purchased a US Treasury and the interest from it was $40K in 2022, and he also has an accrued interest paid in $26K. He did not c... read more
In April 2024, I e-filed a client's 1040 and California resident return.After filing, client presented a small W-2 from DC that now requires a DC return to be f... read more
Every time I try to efile a MS partnership or S-Corp return I get an error message (error 0100) that says the signature of the Business representative was not t... read more
Lacerte won't produce Form 8958 Community Property allocation. Instead, it gives Diagnostic 7400 which is not the solution. MFS is selected.If I deselect Federa... read more
Lacerte is now not deducting 1099-R with code D from AGI in arriving at IL taxable income. This behavior is a change from prior years as far back as I can remem... read more
Client told me that Brother's Keeper insurance told him that the health insurance he has is qualifying for the California and IRS requirements. I don't know if ... read more
Prior to either 2021 or 2022, Lacerte would generate a plain paper Capital Account Reconciliation schedule. In 2023 Lacerte no longer does that. Rather Lacerte ... read more
Why hasn't Lacerte figured out how to send an update or allow for a calculation override for 2024 decedents before the 2024 program is released? Many of us have... read more