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Tax Topic: Schedule K-1

View the tax topics page that covers the most commonly asked questions arou...

May 14-15: Launch To The Next Level

Join us May 14-15, 2025 for the 2 day event: Launch To The Next Level.14 Se...

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2024 Lacerte Tax Program Update is Live and Available for Download (...

Latest Update: Version 45.0424Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more

IntuitGabi Community Manager

Lacerte Tax

posted Nov 12, 2024

Last activity Apr 28, 2025 by IntuitAlicia

0 43
Window management in Windows 11

The new 'update' dialog box (that pops up every time there is an update to be posted) has many times gotten into a screen position where it is not accessible (o... read more

overthehill Level 1

Ease of Use

posted Feb 11, 2025

Last activity Apr 28, 2025 by IntuitGabi

0 1
MN K-1 input

Good afternoon.I have a CA taxpayer who received a K-1 with MN income. Would someone please point me in the direction of where to enter amounts that affect Form... read more

VikiN Level 1

Lacerte Tax

posted Apr 28, 2025

Last activity Apr 28, 2025

0 0
how to enter a Roth conversion that came indirectly from a 403(b)

I have a client who took a 403(b) distribution for $90,000 in a check. He then put it in a timely way into a Roth.How do I fill out what happened so that a Roth... read more

NYtaxwoman Level 2

Lacerte Tax

posted Apr 28, 2025

Last activity Apr 28, 2025 by NYtaxwoman

0 2
IRA distribution was put back into retirement within 60 days. 1099-...

mminoui Level 1

Lacerte Tax

posted Apr 22, 2025

Last activity Apr 28, 2025 by Accountant-Man

6 3
WHY am I getting a hawaii tax identification number is invalid criti...

I entered PT-xxx-xxx-xxxx-01 for example with the dashes which the field accepts and nothing more.Tried without the dashes, with spaces and other variations to ... read more

HiTechTax Level 2

Lacerte Tax

posted Mar 12, 2023

Last activity Apr 28, 2025 by CCB

3 5
Lacerte Microsoft Windows 10 Deprecation Details

Microsoft has recently announced Windows 10 will reach end of support on October 14, 2025. The current version, 22H2, will be the final version of Windows 10, a... read more

IntuitAlicia Employee

Customer Corner e-file Helpful Tips Lacerte Tax Update

posted Apr 28, 2025

Last activity Apr 28, 2025 by IntuitAlicia

0 1
Taxpayer Abroad Extended IRA Contributions

When a taxpayer abroad receives an automatic two month extension does this also extend the deadline for prior year IRA contributions to June 15th?

tkellyesq Level 1

Lacerte Tax

posted Apr 25, 2025

Last activity Apr 26, 2025 by qbteachmt

3 5
2944 Estimated Payment Dates

The following diagnostic is generating: 2944 The due date for the first estimate payment has already passed and the payment cannot be processed. Please adjust t... read more

Strongsilence-CPA Level 10

posted May 4, 2023

Last activity Apr 25, 2025 by Strongsilence-CPA

0 1
Business Personal Property Tax - what do you do about engagement l...

Many if not all CA counties require a Business Property Statement to be filed each year. It's a simple report and a small tax. Do you require a client engagemen... read more

Strongsilence-CPA Level 10

Lacerte Tax

posted Apr 24, 2025

Last activity Apr 25, 2025 by Strongsilence-CPA

8 3
How to report income taxes withheld on US Bonds for S corp federal r...

Shubhangi Level 1

K-1

posted Apr 25, 2025

Last activity Apr 25, 2025 by George4Tacks

3 2
Lacerte doesn't print Form 1116 correctly with a high tax kickout.

I was just preparing a return for a client with $7,387 in foreign passive income, $336 of which was high-taxed, and getting Lacerte to calculate the foreign tax... read more

A_tax_preparer Level 1

Lacerte Tax

posted Apr 25, 2025

Last activity Apr 25, 2025 by sjrcpa

1 1
25239

The following diagnostic is generating: Total functional expenses, Form 990, Part IX, column (A), line 25, does not equal the sum of columns (B), (C), and (D). ... read more

ccameron415 Returning Member

posted Jul 25, 2024

Last activity Apr 25, 2025 by taxgirlonline

0 1
where to enter taxes withheld in interest income on k-1

Shubhangi Level 1

Lacerte Tax

posted Apr 25, 2025

Last activity Apr 25, 2025 by George4Tacks

1 2
Is anyone else encountering the Georgia module not allowing the $17,...

The Schedule 1 opening instructions in the program say if under age 62 "You do not qualify." This is wrong according to the GA Dept of Revenue (2022 change).

lnlzcpa2023 Level 1

posted Apr 24, 2025

Last activity Apr 25, 2025 by IntuitGabi

0 1