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It would be nice to have a diagnostic for missing form 8962 if there was a prior year form but the current year is missing data entry in that screen to show tha...
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Would be nice to have a preference in client's file to determine their preference for delivery of paper returns. i.e. does client prefer to pick up their tax in...
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UPE (unreimbursed partnership expenses) In Lacerte are not adjustment the QBI for the QBID calculation even though it is linked to that partnership. Manual entr...
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It would be nice if the prior year value of all traditional.....IRAs screen 13.1 under form 8606 section carried over from prior for informational purposes.
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It would be nice to have a place to indicate the client preferred method of getting tax return to them (i.e. pdf through esignature, postal mailing, email, pick...
