Husband has family plan wife has single only plan so they over contributed $4275.00 They want to keep it in there and not withdraw. the program is calculating t... read more
I have to send in a 1098C with a 8453 for a vehicle contribution, I can not do a pdf of the form. I can't get it to generate a 8453 to mail the form in
Missouri has a new provision where they do not tax capital gains. Good for them.Say you have a nonresident taxpayer who works in MO. They have $100K of income f... read more
I have a client with a dependent son who lived with them in the U.S. all year. I can get boxes 5a and 5b to show a check mark. They also have a dependent parent... read more
CA taxpayer has rental property in Vegas. Just wondering, in Sch E entries, should I assign to "California" or to "federal"?Although it looks no difference in o... read more
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
