I have 2 clients (so far) received a letter from the IRS saying there was an error on their return. It seems that the taxable portion of their social security d... read more
Please include an "option to print" box for Schedule 1-A to be included with return, perhaps similar to Code 2, Screen 25 for Schedule A. The preparer wants the... read more
I need to recompute beginning stock basis (1/1/205) which was under-reported by errors (Form 7203). There is no change in tax liabilities for the previous years... read more
I have entered all info regarding this Schedule. This is a NM trust that only has NM investment income and CO Sch C and Sch E income. No real estate or person... read more
I do not see that I can run a report for clients and the wage federal ID. Couple of clients with same employer is getting letter that state wages reported incor... read more
I am trying to use popout forms option to open the forms in another separate window. It opens up but nothing loads in it. The same works perfectly fine when I c... read more
The company operated as an S corporation through 2019 and converted to a C corporation in 2020. It has approximately $300,000 of undistributed earnings from its... read more
Enable linking one attachment to multiple state credits on a resident return. If a K-1 footnote shows taxes paid to 20 other states on the same statement, we ne... read more
I am amending several Federal returns that elected to have Federal 2026 estimated tax payments directly withdrawn by the clients account. I understand the 2026 ... read more
Just received a letter from the State of California - DEPARTMENT OF JUSTICE dated April 28, 2026! They are requesting a complete copy of IRS Form 990, 990-EZ, o... read more
I neglected to use the California Lacerte estimated wizard for one client - is it too late to use the 2026 estimated tax wizard for the remaining California 202... read more
The following diagnostic is generating: State-if-different entries have been entered in the Passthrough K-1 screen [Screen 24]. The adjustments related to these... read more
I forgot my cell phone yesterday and I couldn't login without it. Is there a way for people who do not have a cell phone on them that can go into Lacerte withou... read more
