When working inside a federal return in ProSeries, it would be extremely helpful to simultaneously display the state refund or balance due amount without needin... read more
I was finalizing a return for a client who is self-employed (Schedule C) and lives in California.During my review I noticed that there were no CA adjustments (a... read more
Haven't had a sale of an s-corp in ages. They sold the assets/improvements etc.Trying to do the sales in the asset entry worksheet. F&F and leasehold improvemen... read more
TP received a notice DTF-160, not my client a friend is it best to use EZRep/TR-2000 or a POA to speak to NY Dept of taxation. I have compared the notice to the... read more
A recent report from the Treasury Inspector General for Tax Administration: From January 2022 through March 2025, the IRS accepted approximately 116,000 e-file ... read more
The suit is aboutdisaster relief provisions enacted during the COVID-19 pandemic that suspended certain federal tax deadlines for more than three years — from J... read more
Can someone direct me to the instructions for Virginia's conformity addition as regards to federal depreciation. It's been many years since I (sort-of) learned ... read more
TP is 81 and an owner of rental real estate (an apartment building.) I amended her 2024 1040 to reflect her "claim" that she has a profit motive in this activit... read more
This "new" feature for 2024 of the "Silent Updates" are truly problematic and troublesome. Even when setting the updates to happen at a scheduled time (midnight... read more
Lacerte 2024, Shared File path to server (users have "Full Control" on the folder) with Lacerte installed on each workstation.Users cannot Check for Updates, re... read more
I've had two clients who have owed tax receive the attached letter from the IRS (appears legitimate...maybe looks are deceiving). Both confirmed that the amount... read more
I have to Amend Tax Year 2025 1040 and CA 540Tax Returns already filed by another tax preparer in some other program.How can I import all the data in the 2025 1... read more
