I've populated the RMD amount from all other plans, Amount distributed to you from all other plans, Amount of RMD shortfall to waive from all other plans, and T... read more
I have a California resident with an NOL carryforward. There's an 80% adjustment needed on the federal which I did by calculating what the NOL amount that shoul... read more
I am trying to use the estimated payment wizard to do the e-filing of California estimated tax and PTE tax, but it says Client does not have estimated payment t... read more
The size of PDF files for tax returns printed to DMS has exploded for 2024 returns. For example, a client copy that was only about 300K in prior years is over 3... read more
I am trying to figure out what the cost of getting Form 5227 through Lacerte? Does anyone know what the cost of doing the CRTs for about 6 clients that have the... read more
Does anyone know where to enter Market Discount off 1099B i see an accrued market disount adjustment but lowers the gain so not sure if that is right. Thanks fo... read more
request for advice, thoughts, ideas, tools, suggestions,Every year a few clients (I am in California) incur a surprise "tax" from the excess advance premium tax... read more
Using Lacerte '24, when attempting to request an eSignature for any Partnership, we receive an error saying "You have exceeded the maximum file size limitation"... read more
