Decedent ira named testamentary trust as beneficiary of the IRA.Trust beneficiaries are 501(c)(3) orgs. should beneficiaries create ira's androll over their por... read more
My client is a resident of WA state, selling real property in state of MD.The MD property was acquired as part of a like kind exchange, involving sale of real p... read more
After uninstalling and installing the Lacerte 2024 and prior years, we haven't been able to update the preparer section. It shows nothing under settings/options... read more
I have been a Lacerte user since the 1987 tax year and while I appreciate being included in theTY25 early access, the install process was NOT ready for prime ti... read more
Using the federal 2025 estimated tax w/s I enter a large charitable contribution of capital stock to a Qualified C O. There is plenty of AGI, so no limitation i... read more
My client got into the Intuit portal just fine and went through answering the questions that he knew for sure. Then he began uploading the supporting documentat... read more
I have an investor K-1 with subsequent closing interest received not included in box L, so its not included in income or capital and basis. This looks to be whe... read more
