Latest Update: Version 45.0501Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... 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 know we must use Windows 11 very soon. Does anyone know if it is ok to use Windows 11 HOME rather than PRO? I found a super wonderful computer, but it is load... read more
I'm preparing a complex trust tax return. The trust reports activities from three K-1s. Two of the K-1s reported charitable contributions for the year. When ent... read more
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
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
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
