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I'm currently on 2024 Lacerte v. 45.0306. Resubmitted the tax returns and both FED and CA State rejected, with with the same reject message.
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So i finally received some assistance from Lacerte Tech Support and was able to generate the Form 5329 Part IX. However, the tax return with the Form 5329 was r...
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I've populated the RMD amount from all other plans, Amount distributed to you from all other plans, Amount of RMD shortfall to waive from all other plans, and T...
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Might have something to do with expiring TCJA? But this has been a known fact in several years.
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I'm curious if the 2022 tax return you filed was accepted by the IRS
