I have already initiated the process of creating prior year worksheets (tax organizer) for 2024 tax year, but I the status has been "in process" for about about... read more
Hi, all,When i finish entering estimated data into the 2024 S corp module and close the client, it automatically asks me if I want to export the data to the sha... read more
Oops, that's pirate so the only person that could relate to that would be Ashley - wherever her pirate ship is docked these days. For those non-pirates out ther... read more
As I progress through a return, I would like to keep notes of things I would like to go back and check or for additional information I would like to request fro... read more
I'm surprised no one has mentioned this including my clients who would be affected. I never really understood how the WEP and GPO worked. I have clients who ar... read more
I can select the batch actions to generate the prior year worksheets that would show the 2023 activity but I can't get the worksheets to print and cannot figure... read more
I have a client who is filing tax returns for 2020,2021,2022,2023. The first 2 years show a refund due to failure to receive stimulus payment. Although it's too... read more
Client opened a 529 education plan for his grandchild. deposited $80K to the account in Sep 2024.then someone told him bcs it's more then $16K he needs to file ... read more
Anyone have any problems with the tool hub. I have used it several times. well my 2023 clients disappeared all 2500+ of them in all modules. I will have to get ... read more
My EFIN application shows both a physical address and a mailing address. Lacerte is printing my physical address on the returns rather than mailing address. I a... read more
Client was offered a one time payment from a company for an easement on is property. The easement will last 50 years. Does this income need reported and if so, ... read more
