This occurs on the Additional Dividend and Interest Information screens for both the payer and the recipient addresses and zip codes (even if I uncheck the tran... read more
I have a client with a 1099-INT with box 8 tax-exempt interest and box 13 bond premium on tax-exempt bond. When I entered this in Lacerte, it handled the federa... read more
There is a line item on the Oregon Form OR-21 for an addition for the tax deducted for PTE at the federal level. There is no corresponding subtraction line for ... read more
1. Client's mother gifted a house to her and her brother in 2024. 2. Then, she formed a partnership with the brother (an LLC.) 3. The costs to operate the house... read more
We are e-filing a 2024 fiduciary tax return and would like to also file the final 2025 short year fiduciary tax return as well right now. I read that only one e... read more
This is the initial year of a decedent's trust with 5 beneficiaries sharing equally. The decdent has had land rent for years, no expenses other than property ta... read more
