Are there some ‘secrets’ to listing foreign pensions in Screen 13.1?I have checked the foreign address box, and included an address (in the payer information se... read more
My client has become an Indiana resident as of 1/26/2026 after moving from California. So, we are doing a full year California resident on her 1040 with an Indi... read more
In past years, I would adjust the client letter in the S Corporation screen, and the change would show on all users. This year, the change is only showing on le... read more
The 2/10/26 Lacerte release includes the 1040-ES.But it is still showing a Cincinnati address for my California clients. The Cincinnati lockbox has closed; it s... read more
State forms ref 61704 moved from critical diagnostic to information diagnostic. So is Lacerte basically saying we cannot figure out the state conformity on our ... read more
So you deserve a break today. Actually, you have deserved a break for the last couple of weeks. I can't generate state forms and I can't pull a rabbit out of a ... read more
One of the requirements for the new enhanced deductions for seniors on sch 1-A is that the filer must have a work-authorized SSN.Lacerte is incorrectly allowing... read more
I found the checkbox on Screen 13.1 in the "Other Information" section for "Qualifies for military retirement exclusion," however, there isn't an adjustment on ... read more
I called 7 Lacerte customer reps they all dont know where to input NO TAX on OT....I pay $10,000 a year and this is the worst customer service ever they all suc... read more
Can we get an ETA on when Lacerte will "develop" the new IRS Schedule A for Form 8825. Seems like it's been available on the IRS website for awhile now.
The consolidated 1099 is available as a PDF, but Lacerte is unable to find any tax forms using the Tax Form Dropoff. Is this is major issue, or just a temporary... read more
Greetings!All distributions have been entered as K-1 overrides. For reasons unknown, the program will not generate or display the Income Distribution Deduction ... read more
Looks like Sch 1A items (tips, O/T, car loan interest and senior deduction) are not showing up on the control totals. Has anyone heard if Lacerte is working on ... read more
Our individual database has replaced client names and SSN's in various clients tax files with other clients names and SSNs. This happened to us last year and La... read more
