According to the IRS, Gift Tax Returns (Form 709) can be e-filed beginning with the 2025 returns but I have yet to find a way to do that through Lacerte. Does a... read more
Hello All,My client identified 2 replacement properties and relinquished 1 property in 2025. The final date to complete the exchange on the 2nd property would h... read more
Is it possible for a client to make estimated tax payments before filing the tax return. Client is in Texas, but currently, we have set up the estimated tax pay... read more
I am the only one in my office that has the trustee rights to efile. I set them. I set the Primary Options password. The odd thing that randomly keeps happening... read more
The estimated payment summary is concise and direct and color coded for visual workers in the traditional stoplight style. This feature is simple and very helpf... read more
IRS Direct Pay Issues ... anyone else experiencing these:1) I enter the SS# as 9 whole digits, and the website then enters hyphens, and then when I try to proce... read more
