Hello, for some reason when I first open a client in lacerte and go to the forms view the form is massively zoomed out to the point where you cant even read it ... read more
New York W2 deducts in box 14 "NYSDI" and "NYPFL".Do both these deductions get entered in the W2 Box 14 input for 'State disability withheld {NY only} ?If the N... read more
E-filed 7 (fiduciary, partnership) returns March 7th after working on individual with a Utah state return (my only one in fact). All the e-filed returns came ba... read more
Is it possible to e-file a GA composite return for a partnership? The letter is telling me to mail it and phone support hasn't been able to figure a way to do i... read more
We tried filing Forms 1120S and 1065 tax returns, the Federal tax retuns are being accepted but the Hawaii tax returns are being rejected and the reason for the... read more
Preparing a 1040 X for 2025 filing (superseded return) the additional capital gains reduces the senior deduction. Critical diagnostic states net change can't be... read more
A rental inside a trust was sold in January of 2025. The property was owned by two trusts - one for husband and one for wife. Botjh trusts had the rental proper... read more
Hi, all,I filed a federal extension, which was accepted, then accidentally filed it again thinking it would piggyback an Oregon extension payment. Instead, the ... read more
I have a client with a capital loss carryover showing $4,668 regular long term and $2,453 AMT long term in the disposition screen. Form 6251 line 2k is populate... read more
TP has $1,000 of earned income (wages) and is not required to file a tax return. (Also, no income tax withholding to recover.) TP wants to contribute to a Roth.... read more
I filed a Maryland S Corp return which shows a refund for the client. However, the efile acceptance letter shows a zero refund. Any idea why this would occur? T... read more
