Completing an AZ 1040 for a taxpayer, Single, Age 65+, who also has a social security benefits worksheet on the Fed return.The premiums paid on that return are ... read more
I e-filed the extension for the taxpayer and paid all the payments through LacerteHow Can I make sure Lacerte also paid the $800 SMLLC tax since not showingE-Fi... read more
On form 8606 line 15c has an asterisk and the tax due is * From Taxable Distribution Wkst (per IRS Pub. 590B). Using the pro rata calculation formula the tax du... read more
I'm tired, so I'm trying to figure out if this is wrong or if I'm missing something. I have a K-1 from an S-corporation. The next page is an attachment saying ... read more
On the input for noncash contributions, under description of donated property there doesn't seem to be additional lines for input. However, the actual form allo... read more
In ProSeries, it is very easy to figure out where to enter these items to the beneficiary so that they flow apporpriately to the K-1.In ProConnect, I cannot loc... read more
in Proconnect Client married with wife one kid in WA, want to file marry filing seperate for tax savingsAlready did the 50/50 split under general - community pr... read more
I have a client who had health coverage through her employer through April of 2024, 4 months. I am trying to figure out how to enter the 1095 C information. Pro... read more
I'm preparing a CO return. There is a Family Affordability Tax Credit that Lacerte is calculating for both children using the 5 & under table & also for 6-16. H... read more
I have a large partnership taking several hours to print K-1s. I had hoped to let it print overnight unattended but Lacerte logged me out and the print job had ... read more
A client sold rental properties this year. He had refinanced and had refinancing costs that were added to the basis and amortizable points. I added those at the... read more
I have some clients with very large payments due. Theye elected auto withdrawal payments. The returns were filed yesterday morning around 8:00 am. The payments ... read more
Has anyone had experience with the Exempt-Interest Dividends? On the additional dividend worksheet.My client lives overseas and doesn't file state tax returns.T... read more
All of a sudden, in the last week or so the software is not taking full credit for foreign tax paid on investments...little amounts that always were credited 10... read more
