Hi AllI thought I was done with the message boards for a while after obtaining the CA forms yesterday (I'm fine with level and badges...).Our firm started using... read more
TY 2025 - Why on earth is the CA form 100-ES still in e-file use only?!?! This is an estimate voucher and there is no reason for it to not have been finalized y... read more
Are there some ‘secrets’ to listing foreign pensions in Screen 13.1?I have checked the foreign address box, and included an address (in the payer information se... read more
My client has become an Indiana resident as of 1/26/2026 after moving from California. So, we are doing a full year California resident on her 1040 with an Indi... read more
In past years, I would adjust the client letter in the S Corporation screen, and the change would show on all users. This year, the change is only showing on le... read more
The 2/10/26 Lacerte release includes the 1040-ES.But it is still showing a Cincinnati address for my California clients. The Cincinnati lockbox has closed; it s... read more
State forms ref 61704 moved from critical diagnostic to information diagnostic. So is Lacerte basically saying we cannot figure out the state conformity on our ... read more
So you deserve a break today. Actually, you have deserved a break for the last couple of weeks. I can't generate state forms and I can't pull a rabbit out of a ... read more
One of the requirements for the new enhanced deductions for seniors on sch 1-A is that the filer must have a work-authorized SSN.Lacerte is incorrectly allowing... read more
I found the checkbox on Screen 13.1 in the "Other Information" section for "Qualifies for military retirement exclusion," however, there isn't an adjustment on ... read more
I called 7 Lacerte customer reps they all dont know where to input NO TAX on OT....I pay $10,000 a year and this is the worst customer service ever they all suc... read more
Can we get an ETA on when Lacerte will "develop" the new IRS Schedule A for Form 8825. Seems like it's been available on the IRS website for awhile now.
The consolidated 1099 is available as a PDF, but Lacerte is unable to find any tax forms using the Tax Form Dropoff. Is this is major issue, or just a temporary... read more
