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
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
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
My client is the guardian/conservator of a four-year-old minor. The four-year-old needed a guardian because he inherited an IRA worth $48k. The Court has issued... read more
I have contacted Proseries trying to find out the exact date of Form Availability with no luck (2 hours on the phone total). Form 706 Estates is now available f... read more
Net federal tax free AFTER bond acquisition costs is being transferred to CT return, BUT tax free bond acquisition costs are NOT deductible in CT. I can enter t... read more
