The secure 2.0 act created a tax credit for 401(k) plans that are electing to auto enroll the employees in the plan. Unlike the start-up credits that requires o... read more
Can't get 990 form to install in the 2025 version of Proseries. Support told me that is because it won't be ready until 1/23/26. I have been using Proseries ove... read more
I'm really happy to see Invoice with Autocomplete in Proconnect. It was a long time coming.I'd like to suggest some improvements:I'd like to be able to set the ... read more
My client bought a proerty (house) as a flip property which was an upper fixture. He did all the repairs needed and after 5 months sold it. The propery was neve... read more
I know it it is too early to transfer clients from 2024 to 2024 program but I did transfer one to experiment with the tips and overtime entries. If you do trans... read more
Am a 1st time Lacerte user - CPA for 55 years using other software - wish to access the only return I've commenced preparation in Lacerte - a Form 706. Have man... read more
A 17 year old inherited a portion of her Father's 401K. She has already put this into an IRA. Her Father died in 2025. What are the rules for this IRA.
How do I change the payment date of a state estimated payment? I'm trying to bunch itemized deductions, and want the fourth state estimated payment in December,... read more
After updating the program, it is printing the 2025 W3, but is not allowing the printing of 2025 W2s.It will generate an EF, yet nothing happens when the "print... read more
After updating my computer 100% complete: I went to my 2024 Program where it showed I could upload my 2025 Program. Everything went smoothly until I received a ... read more
Is it just me or did Lacerte and Intuit drop the ball on their e-file shutdown? I don't remember seeing an email, a banner, or it mentioned on their December De... read more
I need to figure out how I can amend a 2023 return that I just amended. I prepared the original return, amended it and now need to amend it again.Not sure if th... read more
Jim-from-Ohio Level 12 ProSeries Professionalposted Dec 26, 2025Last activity Dec 27, 2025 by PATAX
