How do I enter if a dependent turned 26 and picked up Health Insurance MarketPlace? I entered the 1095-A screen 39 then for Jan - Sept do I enter a 1 for minimu... read more
I am trying to switch from Interactive to Batch input, then back again. I've done this before and it is like Ctrl plus something else. I've search the board but... read more
Questions for my tax experts. Would you recommend an S corp shareholder take distributions up to their basis each year? If the company doesn't have the money to... read more
Every single time there is an update - multiple people in our office have to run the LACERTE PDF PRINTER REPAIR TOOL before we are able to do ANYTHING in Lacert... read more
Taxpayer has two Schedule E rental properties in two separate SMLLCs. On each rental property I have checked the box under Other Information that it is a single... read more
We have had several clients we entered ID theft PIN numbers for. Later upon efiling or reviewing the return the PIN's are missing.We have also had this happen t... read more
Anyone know if Tech Support is aware of any issues regarding locking and unlocking clients in Lacerte? Keep getting an error when trying to lock or unlock a cli... read more
Taxable pension income sourced to Iowa is not populating on Line 12 of the IA 126 for a part-year resident return. The instructions for IA 126 clearly state tha... read more
Client did a $6,500 in 2023 and $7,000 in 2024 traditional IRA contribution (8606 was done in 2023 and 2024). Did the conversion of $13,535 ($35 in interest) in... read more
On New York IT -204 Line 105 the total amount from federal Form 1065, Schedule K, lines 20a through 20c should be reported. The Lacerte is not transferring info... read more
I am preparing a fiduciary return that has three OR beneficiaries and one CA beneficiary.Three calls and three hours later with technical support and I am still... read more
