Hello AllI'm trying to report a 1098B for my client and it was supposed to be report at part II line 8b. But I can only get the information populate at line 8a.... read more
Separated taxpayers, might get divorced in 2025, but filing MFJ for 2024. He will sign in person, but she is remote and has not returned my calls. He says MFJ i... read more
I have not completed a 1040-X lately. It looks like I can do this electronically through Lacerte vs. paper and this is to correct the reporting of an after tax ... read more
Has anyone found software that does a good job of scanning and importing a client's data? I've even seen a couple that organize your original documents in to a ... read more
When entering a sale of a personal vacation residence the schedule D reflects is in Box E as tho a 1099 E was received from which the data is obtained. It is a ... read more
Is anyone else experience a Fatal Application exit when trying to launch 2021 Lacerte?When users try to open 2021 Lacerte Tax, they are prompted for a sign in, ... read more
2024 exclusion is $13,610,000. 2025 exclusion is $13,990,000. How to update in Lacerte for correct 2025 exclusion amount for an April 2025 date of death?
The problem with the auto updates is that the notices are off center in the very lower right hand corner of the screen. Very easy to overlook especially if usin... read more
I have input data properly using the like-kind exchange wizard in the depreciation section. The form 8824 is coming up properly. The problem is that at the end ... read more
Hi all,In all this time of doing returns, I have never had to do an amendment with married separate going to married joint. I have the husbands return and have ... read more
