The deceased has an attorney as the court appointed personal representative. Is Lacerte forcing this to be a paper filed return? There is a refund going to the ... read more
Form 6251 worksheet is not reflecting the actual amounts as listed on the worksheet.Line 2 of the worksheet says: Enter the amount from Form 1040, 1040-SR, or 1... read more
I have a CA resident with one item of rental income (From a trust K1 flowthrough) that is for Louisiana (LA). I have everything going smoothly with a non-reside... read more
All donees for this form have valid US addresses entered. I cannot clear this diagnostic. I have double checked all of them and still receiving this diagnostic.
In 2024 and 2025, the interest screen is extremely slow and lagging. It takes us much more time to enter clients especially ones with many different Interest be... read more
I am trying to print a confirmation letter for a client showing that their Federal Estimated Tax Payments have been submitted. I can do this for the CA payments... read more
Is there a way to add additional documents to be included in the standard K1 package? Specifically, looking to add Form 7203 for S-Corps and the basis worksheet... read more
I am preparing an amended Form 1120-F tax return. On page 1 of the original return, it showed 18,032 of tax on line 2, 424,500 withheld/paid on line 5i and an o... read more
This credit was not available in calendar years 2022 and 2023 and Lacerte seems to be treating it as a credit that has been phased out. However, due to low natu... read more
I can't get the name or the social security number of the partner receiving the liquidating property distribution to appear on form 7217. The name and LLC and E... read more
Unable to login to SafeSend from Lacerte.Have those credentials changed since the Thomson change?Lacerte telling me my login is incorrect though I can login fro... read more
