In Lacerte, the attachment that is generated for form 3115 Schedule A Part I when marking question 5 yes seems to have an outdated Rev. Proc. reference. It refe... read more
FYI. The latest Lacerte update has changed how the program calculates the State Basis Reduction on the Depreciation Input.Prior to the update (and in all prior ... read more
The 2026 Federal ES worksheet has an arithmetic error.Line 2 is $12,000 but LC thinks it is $24,000As a result, taxable income for 2026 is understated.
Diagnostic 61702 "Idaho calculations associated with conformity with OBBA are currently being researched and will be available in a future release."The Idaho K-... read more
Has anyone else had clients reach out to say that they are only able to get into the PDF of the 2025 organizer one time before the password is miraculously inva... read more
The IRS released the form back in December. We have many returns that are unable to be completed until the 8825 Sch A is available. When will this be available ... read more
When putting in a QCD in screen 13.1, the federal limit for 2025 is $108,000. However, Lacerte is limiting this to $100,000 on Line 6 in the Schedule X Line 2 w... read more
The California Form 541is still not available in Lacerte but it is available in ProSeries. I tried calling today and they have no updates. They only provided th... read more
Has anyone experienced any issues printing certain personal tax returns? I get an error on some saying the input data block is not complete. Doesn't happen on a... read more
As you can see from my posting history, I am finding the 1099 imports to be a major hassle this year. I cannot get Fidelity or Morgan Stanley to work at all (th... read more
Just dealt with Rep Amanda to resolve and invoicing printing issue She was so knowledgeable and patient. thank you for another great experience. My only complai... read more
Its February 17, 2026 still not all forms are available. Anyone here who can shed some light on this? Its been weeks now that the forms are still not available
FYIProblem with Rightworks access, two days in a row. Duo, mobile authenticator app, did not call my phone. I could not be authenticated and I could not access.... read more
When we request an esignature in 2025, the process is taking over 4 minutes for each request on two different computers in our office. The process eventually DO... read more
There is no upper limit per se. The law says, it phases out by 6% of the AGI above the minimum. So for one person, the complete phaseout is 6% of $100K = $6,000... read more
