Am a 1st time Lacerte user - CPA for 55 years using other software - wish to access the only return I've commenced preparation in Lacerte - a Form 706. Have man... read more
A 17 year old inherited a portion of her Father's 401K. She has already put this into an IRA. Her Father died in 2025. What are the rules for this IRA.
Is it just me or did Lacerte and Intuit drop the ball on their e-file shutdown? I don't remember seeing an email, a banner, or it mentioned on their December De... read more
The IRS has introduced a distribution Code Y to indicate a QCD (and then in October made it non-mandatory, but still available).Nevertheless, I don't see it in ... read more
My rankings. Interested in yours.1.Income Tax Advisor2. Tax Planner3. 2025 Lacerte Tax softwareEach has pros and cons:ITA. Con: state inputs and reports, especi... read more
Form 114 FinCEN does not generate. Screen 1: I marked Form 114 for e-file. Screen 82: I entered the details of the foreign bank accounts. Verified General Inf... read more
Hi, I was just wondering if anybody has had any problems with getting their CE credits reported to their PTIN account and how long does it take after you take t... read more
The city of columbus is certainly large enough to do this I would think? What is the criteria to be considered by Intuit to make this software enabled to do thi... read more
Does anyone know if Lacerte will have direct deposit of refunds for Federal 2025 fiduciary returns ?I know IRS draft forms have that available, but Lacerte tech... read more
When I log into the 2024 program there is a display at the top of the monitor showing I am logged in as [email address]. That email address is almost as old as ... read more
Let's say I have 200 clients in DMS. A file is named ABC but I don't know which client folder it's in. Can I find it by a search? If so, how do I do that?
Where is the 2025 Form 3893 2nd payment voucher in the 2024 tax program so that client can make a payment by 12/31? Only 1st voucher is showing up and 2025 has ... read more
