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Having the same issues. Colorado is sending notices. Taxpayer is 84 had more then $24,000 in Social Security Benefits and Lacerte is taking the entire amount on...
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I got it figured out. I has to do with the property number being incorrect. !!
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Our firm is using Lacerte for the first time, no inhouse training and the conversion for oil & gas for all types of returns has not been easy. So many things do...
