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: Form 3800 release date 2/27/25

I don't have an answer, but my best guess is that with the wide scope of all the things Form 3800 covers, there's something Lacerte needs more time to map to/fr...

Karl

3

Feb 21, 2025
Re: For Iowa 1120S and 1065 Form 2220. How soon can ProSeries get this form added as a supported E-f...

FYI, you posted this in the Lacerte section. May want to repost in the ProSeries section to get more visibility and help.

Karl

Feb 21, 2025
Re: How do you enter for a 1040 return a long-term capital loss carryover from 2023 to 2024?

Screen 17, over on the left mid-screen, there's a "carryovers/misc info" section/link. FYI for the future, you can go to the forms view>Schedule D>right-click o...

Karl

Feb 21, 2025
Re: UPDATING ISSUES

That sounds to me like an issue with your computer processing speeds. I would recommend finding an IT person to come in person or to remote in to run some diagn...

Karl

Feb 21, 2025
Re: Lacerte math error - Schedule D Short Term AMD

I just put a test transaction in and I'm not having issues with math errors. Can you upload screenshots of your inputs and outputs to demonstrate the error?

Karl

Feb 21, 2025

Community Stats

Posts	383
Solutions	37
Cheers Given	268
Cheers Received	287
Member Since	‎12-23-2019

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Re: Form 3800 release date 2/27/25

Re: For Iowa 1120S and 1065 Form 2220. How soon can ProSeries get this form added as a supported E-f...

Re: How do you enter for a 1040 return a long-term capital loss carryover from 2023 to 2024?

Re: UPDATING ISSUES

Re: Lacerte math error - Schedule D Short Term AMD

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