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
I have a fiscal year 1041 for the FYE 6/30/24 that has anticipated income for FYE 6/30/25 that has taxable income of excess of 100K and some net investment inco... read more
Hi,I have entered foreign tax paid by trust (f 1041) on passive income in screen 36 (K-1) so that it would appear on K-1 and it does. It appears on K-1 box 14, ... read more
Is there a way to overide the DNI income pass thru requirement to beneficiaries of capital gain gains in a final complex trust? Beneficiaries did not wait to fi... read more
