Is there a way to overide the DNI income pass thru requirement to beneficiaries of capital gain gains in a final complex trust? Beneficiaries did not wait to fi... read more
I have a client that was proforma'd from 2023 to 2024, however, when the individual proforma'd it, no client information came across. When anyone opens the modu... read more
FTB Form 3893 (PMT) (2024 Balance Due) NOTE - while the coupon at the bottom notes Payment 2, the instructions at the top of the page reference Payment 1 with a... read more
I set up electronic payments for my S-Corp client, but come to find out while finishing up their 2024 return that Q4 payment was never made. I don't know why.
They say that you can itemize deduct with it if over $3000 or recompute tax and claim an over payment of tax. Not sure how to put this on the tax return.
I have a situation where a Real Estate Partnership has NO Business Activity in NJ State - However the 3 Members are NJ State Residents - I understand that there... read more
I just added a new partnership and entered the EIN and Lacerte overrode what I entered and auto-filled it with a random EIN from a drop down list. Why in the wo... read more
Friends, Romans, Countrymen (and women)I have a first year client who is a flight attendant. I'm unsure what to do with Box 14. The W-2 shows the following:Othe... read more
Lacerte does not correctly calculate State adjustment on US bond interest. When a single payer has bank interest, US bond interest AND accrued interest paid on ... read more
