I enter my information to sign on to Lacerte Tax. A page pops up asking if I wish to host. It just sits there. I cannot get past it to enter the Lacerte Tax pro... read more
I am trying to file client returns who had a disaster relief distribution in 2024. However, I cannot get the form to populate and when I try to fill out the For... read more
Final Trust return with excess deductions upon termination from Fiduciary fees, legal fees, and tax prep fee deductions.The CA K-1 is adjusting out the excess d... read more
Taxpayer and Spouse are both in mid-50s. Husband has lots of W2 income, spouse has no earned income. No retirement plans at work.Both contributed Max to their I... read more
My client has a 1095-C reflecting Employer Health Insurance was offered and met the Minimum Requirements and Affordability tests coverage for herself for the en... read more
Do not see the CT CHET 529 account number field which is generating a critical e-file diagnostic. Should be Screen 51 as in prior years. Does not appear to have... read more
when my 2024 Lacerte opens - Lacerte has an advertisement for their hosting services and it locks my computer screen - closing with task manager is only option ... read more
When you enter a pension or IRA Form 1099R in screen 13 with distribution code D, Lacerte now removes this amount from the IL 1040 Line 5 subtraction in the 202... read more
