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Lacerte only allows efile for current year + 2 prior years. However, IRS allows 3 years back and state of CA allows 4 years back. Why can't we efile those retur...
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We need organizers for businesses. Currently, you can only get an organizer for individuals and trusts. Having one for Corps, etc, would be super helpful.
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Is there a way to change the default file name Lacerte gives a file when you email a return or save to a PDF? The default lists the file name with the client nu...
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The 1310 only allows you to name a person, not a trust. The refund needs to go to the trust.
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I have a deceased taxpayer who had a trust. Final return (1040) of the taxpayer resulted in a refund. The check from the original return came to "Estate of Taxp...
