Separated taxpayers, might get divorced in 2025, but filing MFJ for 2024. He will sign in person, but she is remote and has not returned my calls. He says MFJ i... read more
Hello AllI'm trying to report a 1098B for my client and it was supposed to be report at part II line 8b. But I can only get the information populate at line 8a.... read more
I had to clear the request for signatures on a benefit plan return. Now I get an error "670350=unknown error occurred" when I try to request signatures. Any ide... read more
I have not completed a 1040-X lately. It looks like I can do this electronically through Lacerte vs. paper and this is to correct the reporting of an after tax ... read more
I have a return that requires attaching the form 8978 & Form 8978 Schedule A. Says that the return has to be paper filed.Has anyone been able to attach all the ... read more
Has anyone found software that does a good job of scanning and importing a client's data? I've even seen a couple that organize your original documents in to a ... read more
When entering a sale of a personal vacation residence the schedule D reflects is in Box E as tho a 1099 E was received from which the data is obtained. It is a ... read more
Lacerte 2024, Shared File path to server (users have "Full Control" on the folder) with Lacerte installed on each workstation.Users cannot Check for Updates, re... read more
Is anyone else experience a Fatal Application exit when trying to launch 2021 Lacerte?When users try to open 2021 Lacerte Tax, they are prompted for a sign in, ... read more
Latest Update: Version 45.0612 - Release 8Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes... read more
Can you re-arrange assets on the same schedule without deleting them/copy and pasting them in?For example if I want item 20 to be brought up to item 3, within t... read more
2024 exclusion is $13,610,000. 2025 exclusion is $13,990,000. How to update in Lacerte for correct 2025 exclusion amount for an April 2025 date of death?
