The 3/16 filing deadline for 1065/1120s has closed. The Perfection Period is now in progress. Check out Hot Topics for ProSeries | Lacerte | ProConnect
The 3/16 filing deadline for 1065/1120s has closed. The Perfection Period is now in progress. Check out Hot Topics for ProSeries | Lacerte | ProConnect
Client's financial institution did not disburse the 2024 RMD for an inherited IRA that they weren't aware of until I asked the client why she had a disbursement... read more
I hearing from other proseries users that the EFT works ( NJ) for the first quarter but not on 2,3,and 4th quarters even then all 4 quarters were scheduled for ... read more
I went to open my 2024 Fixed Asset Manager and it would not load the Client because it said c:\famwin24\clients\303___R.F40(File is not a Data File).First time ... read more
Help ! Does anyone know how I can CANCEL an EF request on my just-E-filed NYS client tax return? There was a miscommunication about their payment, with my think... read more
When a personal residence converted to an STR five years ago, I failed to ask the taxpayer about personal property that she left in it. (FMV 80K, Cost 40K) So, ... read more
I can't find any box to put in the state withholding from the sale of stock on this fiduciary return. It seems to be nowhere on the Sch D input boxes. Anyone kn... read more
I try to stay in my own lane when it comes to advice on health insurance, but when I see millionaire clients signed up for Medicare Advantage plans, I share my ... read more
Client rolled over $7,000 to a Roth from his MD 529 Plan. There were earning and basis as part of the distribution. The earnings should not be taxed or subject ... read more
We received this reject message on a Return. The client's last name has an apostrophe in it. We have filed returns for them for several years. It seems like may... read more
