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I wish there was a way in profile preferences to time the refresh cycle of intuit passwords that was more convenient to my business cycle. I always seem to have...
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I am interested in better alerts to Lacerte updates before I submit an efile and get rejected. I currently check for updates before I submit my first efile of t...
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This one did not distribute anything until 2023, so all income belongs to the trust which should get the benefit of capital gains rates on its qualified dividen...
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Technical support found the answer for me today. On screen 2.1 in estate and trust information, the very last option right above bankruptcy estate allows you to...
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I have a final complex trust return which did not actually distribute until January 2023. Client wants to file final tax return in 2022 and pay all tax within t...
