Hi,I’m modeling a client with Trader Tax Status (TTS) and a Section 475(f) mark-to-market election for their trading activity.Right now, all stock trades and di... read more
Hello,We were testing a return in Lacerte by creating a copy of an existing file, deleting the data, and then saving it. We then used SurePrep 1040 Scan to impo... read more
We filed a 1040 on 10/15/2025, but the pay estimates electronically box was checked. If the only estimate set up was for 9/15/2025 will it get paid even though ... read more
It’s taking varying amounts of time for the e-file details to update, which makes it difficult to determine whether the status has been accepted or rejected in ... read more
I have a critical diagnostic that I believe is relating to Form 461, now when I check the form line 16 is not making sound. When I deduct line 15 to line 14 its... read more
Hello,I’m working on Form 5471 for a Category 5a filer in Lacerte 2024, and the program is not generating Schedule C and Schedule F.According to Lacerte’s built... read more
Decedent ira named testamentary trust as beneficiary of the IRA.Trust beneficiaries are 501(c)(3) orgs. should beneficiaries create ira's androll over their por... read more
My client is a resident of WA state, selling real property in state of MD.The MD property was acquired as part of a like kind exchange, involving sale of real p... read more
After uninstalling and installing the Lacerte 2024 and prior years, we haven't been able to update the preparer section. It shows nothing under settings/options... read more
I have been a Lacerte user since the 1987 tax year and while I appreciate being included in theTY25 early access, the install process was NOT ready for prime ti... read more
