I'd like to see a way to force Lacerte to put monthly totals on Form 8962 instead of having it report annual totals when 12 month detail is entered. I have a cl... read more
Is Lacerte going to update to automatically pull this information to K-1s in line with the new IRS form instructions? There are manual input screens where this ... read more
In the Individual module, we have a check box to "proforma descriptions" in the "Additional charges" section of the invoice screen. This makes the verbiage ente... read more
This is actually a hosting question, but the Lacerte board gets way more eyes than the hosting board, so I'm posting here intentionally. 😉 For those of you w... read more
My client claimed home office in the past year and then turned home to rental in 2025. The property is already entered for Depreciation for Home office use. How... read more
This year has been one thing after another......I have two clients - efiles rejected because Schedule C - has the box Did not "materially participate" checked. ... read more
Good morning,With the latest update, is anyone having an issue the the Schedule D Import function freezing the program? The import function no longer functions ... read more
More than once, I have entered a QCD into a line that is not an IRA. Please set up a diagnostic (even critical) that flags this. Also, the common "Code 4" IRA ... read more
Today, client said she received an email that her 1040 was not filed yesterday. She checked her ID.me account this morning and confirmed itI have Lacerte's e-fi... read more
My client inherited land from her Mom in 2014 along with her brothers. The land was jointly with other family members. They collectively decided to sell in 2025... read more
Please include Idaho Grocery Credit Form 24 for Idaho Senior Taxpayers not required to file Income Tax Return form 1040 or 40.Regarding Form 1310: While not req... read more
