My client moved to Washington state on June 4, 2023. She receives pension income from Calpers each month. She did not inform Calpers that she had moved. Califor... read more
My client is 63 and started Social Security at age 62. He is married. (He is past the deadline for withdrawing his SS claim.) He now realizes his business will ... read more
I have a client that has taxable proceeds from their Long Term Care policy which are reported on Form 8853. The income ends up on Schedule 1, Line 8e and ultima... read more
Parents' e-filed return was rejected as college kid claimed self. College kids used turbo tax originally and then did a 1040-x to "un-claimed self". How long sh... read more
I'm getting the following:"This organization's history of federal net investment income (Form 990-PF)categorizes it as a "Large Organization." As a result, only... read more
I need to file a short period return for a client which is due 5/15/25. My solution is to copy the 2024 form for this client, prepare the 2025 stub return using... read more
what is the solution for thisdiagnostics ref.#41208e-file: Form 540: Per California FTB Electronic Filing Specifications, If Electronic Funds Withdrawal (Direct... read more
Is Lacerte primarily a single core application like Quickbooks?Looking to replace hardware and, and just learned that for the most part, Quickbooks is a single ... read more
Thanks for the answer. I have downloaded the instructions that I found and the instructions do not detail the adjustments to the state depreciation from the fed... read more
Lacerte has made an adjustment on the state return for an individual for what appears to be related to the depreciation claimed but left on supporting schedule ... read more
