Has anyone succeeded in getting a direct 1099-B download from Interactive Brokers.I am fairly sure I have to begin with IB's Reports/Configure Third-Party Servi... read more
The business has a license in Wisconsin, but no income, assets or employees there. I need line 2 to read 0% instead of 100% other than just overriding the line.
It appears Lacerte is not going to have this form available so it has to be attached via pdf. The partnership module has a place to enter code 661 and the dolla... read more
Asking for some helpClient is MD manufacturerMD permits federal 179 without MD decoupleI can't seem to find a way for lacerte MD depreciation to allow full 179O... read more
Taxpayer is 76 and has earned income. She contributed $7,500 to a traditional IRA in 2023, which was nondeductible for CA purposes and her $7,500 CA basis carri... read more
Efile won't work because it says there is a more current version. However, when I hit tools to do the update I get a message that says error....try again later.
I prepare nine trust returns and would like to import interest, dividends, and security transactions from UBS. It sounds as if the "Tax scan and import" feature... read more
I would like to file a gift tax return for my client giving his sister half the value of the house before selling it. On the gift tax return his share of the va... read more
Completing a 2024 tax return and under Schedule A - taxes - state income taxes, the line that says paid with 2023 state return is already prepopulated with an a... read more