The snip shows NY taxing all the wages 118,476, which is in Box 1. But NJ takes 65,439. Do I make those amounts sourced to each state as indicated? thank you ve... read more
The following diagnostic is generating: "Some savings, money market and controlled spending accounts are not eligible for automatic drafts. Please confirm with ... read more
The following diagnostic is generating:FAE 170#1: The signing officer's phone number is either missing or invalid for e-file. The phone number should be ten num... read more
Taxpayer is full-year NJ resident but had a W-2 for wages earned in PA. PA income and Philadelphia local taxes were withheld from employer. I am filing a NJ res... read more
Experts! I have a problem that needs clarity. Part V on from 8936 and Part V on Schedule A 8936 point to the ability claim as a business a credit for a Qualfied... read more
Taxpayer receives social security benefits and has a farming loss for 2023 as well as a 2022 farming loss carryforward. My challenge is that Lacerte calculates ... read more
The following diagnostic is generating:To qualify for the pass through entity credit prepare and attach the applicable form, or indicate that a copy has been or... read more
Client wants to make a Federal estimated tax payment as soon as possible. I set it up for Q3 and the summary says 9/16. I set it up for Q4 and the Fin Trans Sum... read more
I would like to know for each state what they require in terms of potentially attaching a copy of another state's return (if you are filing multiple states) or ... read more
As a note to myself, and for others who in the future might encounter this problem of how to source Rentals to states, these comments will be helpful.This is a ... read more
The following diagnostic is generating: e-file: A maximum of 30 Form W-2's, Form W-2G's, and Form 1099's are allowed for New Mexico e-file. This return must be ... read more
