We are required to deduct from QBI bycontributions to qualified retirement plan. Is this just for the shareholder? If so, is it only the company match portion o... read more
I am having trouble with my Lacerte software, it keeps logging me off. Also I tried sending invoice to my client, it's having trouble going via QB Payment syste... read more
Anyone else having slow response and spinning when either entering theInterest Income Screen or attempting to enter data? We've don't everything requested, rebo... read more
Some states do not conform to the TCJA.On a 1040 the 2% itemized deductions flow to the State return because the input forms are created to do that.On a 1041, t... read more
Please show the total balance or refund due on the top right corner of the screen. You have that in ProSerious, so it should be easy to implement in Lacerte.
efile: The adjusted gross income calculated on the State and Local Tax Deduction worksheet includes an income distribution deduction that is tentative due to ci... read more
Need to show an amount on Trust Hawaii N-40 Schedule G line 6(a) in the N-288A space, then show that as allocated to beneficiaries on line 6(d). I can get an am... read more
Why is Form 8958 not included in the 2025 version of Lacerte? I have used it in prior years. The allocation schedule is there, but it does not produce the form ... read more
Please advise how to enter Fidelity's total summary of short, long sales rather than one sale at a time. I don't know what to put in the aquired and sales entri... read more
In 2024 the husband was listed as the Spouse. Now, because his wife is unemployed, he feels that he should be listed as the Taxpayer. Will this confuse the IRS?... read more
