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How do I get a form 8936 and form 8936 Schedule A to generate for an...

I have tried everything to get a electric vehicle credit to generate in Lacerte in an S Corporation. The vehicle does qualify for the credit.

Quail Level 2

Lacerte Tax

posted Jul 8, 2025

Last activity Jul 8, 2025 by Quail

1 2
How do I fix ref #51468?

paul10ta Level 1

Lacerte Tax

posted Jul 7, 2025

Last activity Jul 8, 2025 by Accountant-Man

5 2
1031 exchange 20,000 difference not shown

I have a 1031 exchange on land a client sold property for 20,000 more than the property received.Since it is not equal or greater they should have to pay on the... read more

michele Level 7

Lacerte Tax

posted Jul 7, 2025

Last activity Jul 8, 2025 by Karl

3 4
do I need to scan the Federal 1040 with the Nebraska form 1040N ?

Nebraska requires a copy of the federal return. Does that go automatically with the efile of Federal and State?

sbring Level 2

posted Jul 5, 2025

Last activity Jul 5, 2025 by IRonMaN

2 1
PA Form REV-1630

Has anyone dealt with or have information about why the PA individual tax form REV-1630 (Underpayment of Estimated Tax) does not calculate correctly.For certain... read more

amacpa Level 3

Lacerte Tax

posted Jul 3, 2025

Last activity Jul 3, 2025

0 0
DC UBT reflects income from only one business

Client has a business. Spouse has a business. Both businesses are reported on Schedule C. The "District of Columbia Unincorporated Business" option is selected ... read more

msindc1 Level 5

Lacerte Tax

posted Jun 30, 2025

Last activity Jun 30, 2025 by msindc1

0 2
Original 4868 was filed in the 1040 e-file not the extension. Now tr...

BKuzemka Level 1

Lacerte Tax

posted Jun 27, 2025

Last activity Jun 27, 2025 by PhoebeRoberts

5 1
Tax Workflow automation recommendations

Has anyone here heard of or used Truss for tax workflow automation. https://gettruss.io/ We currently use Lacerte and SmartVault but are exploring AI capabiliti... read more

Kathleen1 Level 5

Lacerte Tax

posted Jun 27, 2025

Last activity Jun 30, 2025 by TaxGuyBill

4 7
Why doesn't the investment credit flow to the K-1?

cvitale Level 1

posted Jun 26, 2025

Last activity Jun 26, 2025 by George4Tacks

3 1
How do I type in a statement showing the taxpayer elects to carryfor...

Is it necessary to have a statement showing the amount of NOL to carryforward to next year?

kim13 Level 1

posted Jun 25, 2025

Last activity Jun 25, 2025 by PhoebeRoberts

4 1
line # for loss carry forward on 1120 form

where to put loss carry forward on 1120 form

luthercfo Level 1

posted Jun 25, 2025

Last activity Jun 25, 2025 by PhoebeRoberts

2 1
can I complete a IT-R for the state of new jersey in proseries

nmmultiservice-o Level 1

posted Jun 24, 2025

Last activity Jun 24, 2025

0 0
What Trustee Right would limit permissions to client bank info

Does anyone know what Trustee Right would limit our Lacerte users ability to change the clients bank account direct deposit information?Thanks!

tech99 Level 1

Lacerte Tax

posted Jun 24, 2025

Last activity Jun 28, 2025 by Karl

0 1
1120 Sch D question

Hello AllI'm trying to report a 1098B for my client and it was supposed to be report at part II line 8b. But I can only get the information populate at line 8a.... read more

JWChen Level 2

Lacerte Tax

posted Jun 20, 2025

Last activity Jun 24, 2025 by abctax55

11 8
Signature of tax return

Separated taxpayers, might get divorced in 2025, but filing MFJ for 2024. He will sign in person, but she is remote and has not returned my calls. He says MFJ i... read more

Strongsilence-CPA Level 10

Lacerte Tax

posted Jun 20, 2025

Last activity Jun 20, 2025 by BobKamman

33 11

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Lacerte Tax Discussions

How do I get a form 8936 and form 8936 Schedule A to generate for an...

How do I fix ref #51468?

1031 exchange 20,000 difference not shown

do I need to scan the Federal 1040 with the Nebraska form 1040N ?

PA Form REV-1630

DC UBT reflects income from only one business

Original 4868 was filed in the 1040 e-file not the extension. Now tr...

Tax Workflow automation recommendations

Why doesn't the investment credit flow to the K-1?

How do I type in a statement showing the taxpayer elects to carryfor...

line # for loss carry forward on 1120 form

can I complete a IT-R for the state of new jersey in proseries

What Trustee Right would limit permissions to client bank info

1120 Sch D question

Signature of tax return

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