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
Latest Update: Version 45.0429Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more
I got a Lacerte diagnostic ref #59056 after I filled in the POA Form 2848. It says an entry must be made in "Access my IRS records via an Intermediate Service P... read more
What happened to the box on Screen 3 CA Miscellaneous that allowed us to mark a tax client asRequires Electronic Payment?For tracking purposes, we need to have ... read more
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
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
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
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
