I have been using Lacerte and e-filing for many years and relatively recently lost my e-file capabilities. Although I have reapplied after fixing the problem, I... read more
The deceased has an attorney as the court appointed personal representative. Is Lacerte forcing this to be a paper filed return? There is a refund going to the ... read more
Lacerte currently does not have a feature whereby the software automatically emails e-file confirmations of returns filed and/or extensions filed as they are ac... read more
Form 6251 worksheet is not reflecting the actual amounts as listed on the worksheet.Line 2 of the worksheet says: Enter the amount from Form 1040, 1040-SR, or 1... read more
Move the State ID entry field to the top of the 1099-R entry screen below the Federal Tax ID. It currently requires user to scroll all the way down the screen, ... read more
As of June 10, 2026 the FTB Form 3893 payment voucher must include the payment 2 due date. As of June 10, 2026 the FTB Form 3893 only displays the payment 1 due... read more
I have a CA resident with one item of rental income (From a trust K1 flowthrough) that is for Louisiana (LA). I have everything going smoothly with a non-reside... read more
It would be helpful if in Lacerte one would be able to generate local estimates for each quarter for the year for the various local entities in Pennsylvania. I ... read more
Lacerte does not allow electronic filing for this Colorado formDR 1778. Drake does allow me to efile and I have used Drake to file these returns for the last tw... read more
Drake has a form that the client can sign to verify that the banking information is correct for direct withdrawal or direct deposit. This would be nice especial... read more
Why cant we get 9325Acknowledgement and General Information for Taxpayers Who File Returns Electronicallyform in Lacerte? I would like to use this to respond to... read more
With the changes to the Texas Comptroller rules we are working on updating our clients' information to include their WebFile #s. With over 2000 clients, it is t... read more
Failure to allow e-file of extensions and related electronic withdrawal of payments due on the revised due date in declared disaster areas is nonsense. This sit... read more
