Good afternoon.I have a CA taxpayer who received a K-1 with MN income. Would someone please point me in the direction of where to enter amounts that affect Form... read more
I have a client who took a 403(b) distribution for $90,000 in a check. He then put it in a timely way into a Roth.How do I fill out what happened so that a Roth... read more
I was just preparing a return for a client with $7,387 in foreign passive income, $336 of which was high-taxed, and getting Lacerte to calculate the foreign tax... read more
The Schedule 1 opening instructions in the program say if under age 62 "You do not qualify." This is wrong according to the GA Dept of Revenue (2022 change).
Many if not all CA counties require a Business Property Statement to be filed each year. It's a simple report and a small tax. Do you require a client engagemen... read more
Doing my first 2024 amendment on a big return that got several late K-1s. The filled in datasheets for the return were printed out on 4/7/25 and one of the miss... read more
When I create a filter to sort the individual clients by whether or not they have a single member LLC, it does not give me all theSMLLC clients. For the SMLLC c... read more
Estate tax return (F1041) ending July 31, 2025 (DOD = August 2024.) It has wrapped up and there is no more activity. Can it be electronically filed now?
A corporation client fired the CFO. Now the CEO wants to discuss these topics, in her words.deficiencies in current accounting practicespast bookkeeping errorsi... read more
