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Lacerte does not pick up the AMT adjustment from screen 25 in the Fiduciary Module. This impacts my returns because the pass through losses are suspended and th...
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I left Lacerte for one year and tried another software program a few years ago for the issues I had with their billing department. I've been using Lacerte since...
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I made a second call to the FTB practitioner hotline and confirmed that the unused PTE credit is fully refundable on the final trust return. A Lacerte rep spent...
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According to my discussion with the California Franchise Tax Board, on a final trust tax return any unused PTE Credit carryforward is refundable. Unfortunately,...
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I wish they hadn't taken away "K" on line13 for other portfolio deductions subject to the 2% floor because although they are not deductible for federal, they st...
