Starting in 2023 Lacerte when preparing a power of attorney Form 2848 we are required to put a 1 to "Print with complete return". If we want to print the power ... read more
Year ended 2024 does not allow for additional lines to add description for the activity. Prior years we could include verbiage and put a zero in the amount colu... read more
My client over contributed $14K in his SEP in 2023. He did not report it on his tax return. I entered his 2023 return with the excess contribution and proseri... read more
How to e-file a Form 7004 for a consolidated group of corporations in Lacerte? You are supposed to attach a listing of all of the subsidiaries. Can we attach a ... read more
I have question for filing form 1041 for deceased person. 1041 will be filed for 2024 after year 2024 there is no earnings to distribute only deceased main home... read more
Is anyone else having an issue with Schedule D Short Term AMD not adding up correctly on line 7 (line 1b and Form 8949 are correct)? I've already spoken with La... read more
I am having a terrible time with the new uipdate procedure. The updates are automatically downloaded, but then you have to install them. When I install them, it... read more
Lacerte 2024 - When selecting print preparer copy to DMS and print client copy to pdf only the preparer copy prints to DMS. The Print to PDF file as..... screen... read more
There is currently no way to get the Montana individual return to incorporate Montana K-1 modifications onto the tax return.For example - Business Expense Deduc... read more
The form is in the list of "All Forms" but it is not displayed in bold print. If you click on K1 it will display. It shows in the form list for the 1120S but no... read more
