I was under the impression that the actual date that we process the e-filing was the date the taxpayer is credited with filing their return, but it seems that w... read more
Is there a reason that Social Security does not appear in the E-Organizer? The clients have been confused when it is not there to add and they had it the year b... read more
Does anyone know how to fill out a Form 3800 on the Exempt Org program so I can get the credit from Form 3468 to Form 3800 and then to Form 990-T? I already hav... read more
Starting last week when I am in Quickbooks, or other programs the 2024 program on its own pops up with the screen for me to sign in. Then Sunday Lacerte was sen... read more
My apologies if I am in the wrong group...After installing LaCerte on a stand-alone Win 11 machine, acepting all the defaults, we get the error message "Insuffi... read more
Hi,I’m modeling a client with Trader Tax Status (TTS) and a Section 475(f) mark-to-market election for their trading activity.Right now, all stock trades and di... read more
Hello,We were testing a return in Lacerte by creating a copy of an existing file, deleting the data, and then saving it. We then used SurePrep 1040 Scan to impo... read more
We filed a 1040 on 10/15/2025, but the pay estimates electronically box was checked. If the only estimate set up was for 9/15/2025 will it get paid even though ... read more
It’s taking varying amounts of time for the e-file details to update, which makes it difficult to determine whether the status has been accepted or rejected in ... read more
I have a critical diagnostic that I believe is relating to Form 461, now when I check the form line 16 is not making sound. When I deduct line 15 to line 14 its... read more
Hello,I’m working on Form 5471 for a Category 5a filer in Lacerte 2024, and the program is not generating Schedule C and Schedule F.According to Lacerte’s built... read more
