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When you enter Date of Contribution, Lacerte automatically enters year 2025 instead of 2024 on a 2024 tax software.2025 donations will not be deductible on a 20...
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Any update? I am having the same issue. I can't get a Surviving Spouse to include QTIP property in Sch M part A (QTIP Election). It forces all the assets in Par...
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No, you let the software handle it so you don't screw up taxable social security benefits.
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I am using Lacerte.