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Tax year 2025 individual e-filing is now open. For resources to help start your tax season check out Hot Topics here.
Tax year 2025 individual e-filing is now open. For resources to help start your tax season check out Hot Topics here.
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- Form 4547 availability
Form 4547 availability
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brien-gregan
Level 2
6 hours ago
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I have several clients who would like to file form 4547 (Trump Accounts) with their tax return. Unfortunately Lacerte does not have the form available. All other intuit tax software has the form available. Even Drake software has the form available. This delay may cause me to lose clients. Is anyone else having the same issue? Does anyone have an update on when Lacerte will make the form available? I have been unable to get a date or feedback from Lacerte regarding this issue.
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BobKamman
Level 15
2 hours ago
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I keep asking people how much they're charging to help clients get this free money, and so far no one has answered. I suspect, without knowing (I should get a job in this Administration, right?) that your clients had never heard of Form 4547 until you told them about it. It's the financial institutions that are going to profit from this, and they're offering free help to set up the accounts this summer. Your clients are going to have to deal with them, anyway. Unless you're a "financial planner" (i.e., commissioned salesperson) after April 15.
