About Karl - Intuit Accountants Community

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Level 8

About

CPA in Fresno, CA D&T audit 5yrs, private industry controller 5yrs, and now solo practitioner in tax since 2015. Trying to be a lifelong learner. Firm niche is equity comp.

Link to Website

Products

Lacerte Tax

Experience: 9 years
ProConnect Tax

Experience: 2 years
ProSeries Tax

Experience: 1 years

Details

Expertise

Equity comp, HSA's, Tax/Financial Planning

State proficiencies

California

Language

English

Activity Feed

Posts
Replies

Re: STATE TAX EXCLUSIONS GROM GROVERNMENT OBLIGATIONS1099 DIV

If you press CTRL+W, it switches you to batch mode, and you can input those codes to get your inputs in the last column on the correct line. Here are screenshot...

Karl

Mar 11, 2025
Re: cant find my 2024 client file

This is a peer user forum, you'll likely need to contact Support for this. Your data file path might be wrong, but it'd take some fishing to figure out what hap...

Karl

Mar 11, 2025
Re: How do I enter the information for a still birth fetus for an Arkansas return?

Screen 53.351 Code 36. You'll need to attach the certificate of birth to Screen 4.4. My condolences to your client.

Karl

Mar 11, 2025
Re: Direct Withdrawal of Estimated Taxes - Massachussetts

According to this article, Lacerte doesn't support auto-debit for Massachusetts estimates. https://accountants.intuit.com/support/en-us/help-article/estimated-t...

Karl

Mar 11, 2025
Re: Screen 3, California Miscellaneous, I'm looking for the box "Requires electronic payments" but I...

"Participant in EFT/Web Pay Program" checkbox

Karl

1

Mar 14, 2025

Community Stats

Posts	403
Solutions	42
Cheers Given	280
Cheers Received	306
Member Since	‎12-23-2019

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Re: STATE TAX EXCLUSIONS GROM GROVERNMENT OBLIGATIONS1099 DIV

Re: cant find my 2024 client file

Re: How do I enter the information for a still birth fetus for an Arkansas return?

Re: Direct Withdrawal of Estimated Taxes - Massachussetts

Re: Screen 3, California Miscellaneous, I'm looking for the box "Requires electronic payments" but I...

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