We've put together a list of resources to help with the most commonly asked questions during this time of year. Check out What's popular in Hot Topics here.
We've put together a list of resources to help with the most commonly asked questions during this time of year. Check out What's popular in Hot Topics here.
Hi Teams,I set up electronic withdraw for my client's 2026 estimated tax(1040-ES), and then e-filed his 2025 return.However, I noticed that the e-file activity ... read more
For the love of Pete!!!!!!!!!! This is the last few weeks and Rightworks SUCKSSSSSSSSSSSSSSSSSSSSSS!!!!!!!!!!!!!!!!! I simply can not believe we are having down... read more
When tried to validate individual tax returns, ef status said "failed validation" see diagnostic. But, there is nothing in Diagnostic.This client was ok on 3/31... read more
What, if anything, is recommended for a 2024 Roth Ira conversion with no reporting on F8606?Amend?There could be penalties of $50 but I don't think there is a r... read more
Taxpayer has a single member LLC. This LLC is an investment company that hold long term investment and received K-1.I know all K-1 numbers go to form 1040. But,... read more
This is just a question on mechanics. Taxpayer and spouse filed joint return in 2024 (year of death for taxpayer). When I brought the return forward to 2025 it ... read more
How do I get the 30% credit to populate in Form 3468, Section VI, part B, line 3b? A client is telling me the solar energy property he installed at his rental q... read more
Does anyone know how to get an amount for "Other Adjustments" to AGI to print on line 24z of Schedule 1 of the 1040? Two Lacerte reps were unable to figure it o... read more
C-corp is a participant of CA ETF program. It owed 2025 CA taxes. Taxpayer wants to have 2025 CA taxes due and all 2026 CA estimated taxes to be directly withdr... read more
When I entered a long-term covered transaction that had both a wash sale adjustment and an accrued market discount adjustments, the Schedule D would not foot co... read more
A client sold a diamond ring on consignment at a local jeweler. The jeweler paid her the agreed to consignment amount. The jeweler sent her a 1099-NEC for her p... read more
