Client has a W2 from Trinet, an HR outsourcing company used by many startups.He worked at 2 startups in 2025, and both use Trinet.The W2 has a single amount in ... read more
I have an insolvent SCorp that ceased operations at the end of 2025 but owes shareholder $60k. Shareholder has been using the loan for basis over the last few y... read more
I have an individual for whom we'd like to direct refunds from one banking account and pull payments and estimates from another. I am thinking that it can be ac... read more
Client has 4 rental properties, total unallowed losses = $110,000 carryover to 2025.In 2025, he sold one property with $200k gain. Each property is a separate p... read more
I have a client that receives alimony which is taxable in CA. I'm entering the correct amount and Lacerte is doubling it on Sch CA, Sec B, line 2, column C
The Electronic payment date defaults to April 15 rather than March 2nd (this year's due date for farmers) or the date entered on 2210/2210F screen. Why does is ... read more
CLIENT INSTALLED A SMART INDUCTION TOUCH CONTROL COOKTOP. IT QUALIFIES FOR A $1200 ENERGY CREDIT AND HAS A QMID #. I AM STRUGGLING WITH WHERE TO ENTER IT IN LAC... read more
I have a client that moved right at the end of 2025. They do not need to file a return in the new state, but will need estimated tax vouchers for the new state.... read more
Any idea when Lacerte will be updating the Tax Planner for the new Federal Charitable Contribution limit of .5%? They have had the Medical Deduction all these y... read more
Partnership has one rental property which was sold in 2025. Partnership consists of three partners, one of which is a trust with a stepped up basis. Deprecation... read more
Form 2555 new client living in Portugal since 2022. The prior accountant was taking the full exemption from Form 2555 (2022, 2023 & 2024) even tho all of the in... read more
The Oregon Surplus Credit is not being calculated on my Oregon individual clients because the prior year tax is not populating in screen 53 Other Credits. So I ... read more
