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Lacerte Tax

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Everything you need to know about electronic filing

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E-file start and stop dates for federal returns

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Prior preparation fee didn't transfer from 2023 to 2024

Jman Level 1

posted Jan 30, 2025

Last activity Feb 4, 2025 by michele

1 3
Can not log out Exit Lacerte Anyone else having problems.

We are on an office network with 8 computers. Lacerte stays open even when you exit. Tried waiting. a few minutes then logging in and it still comes up with the... read more

michele Level 7

posted Feb 4, 2025

Last activity Feb 4, 2025

0 0
1099-Q distribution rolled over to Roth IRA

Effective for the 2024 tax year, any unused funds in a 529 plan can be rolled over to the beneficiaries Roth IRA under certain circumstances. This is new and I ... read more

dy Level 1

posted Feb 4, 2025

Last activity Feb 4, 2025 by George4Tacks

3 4
HSA Contribution reducind SE Tax

I have read that an HSA contribution by a self-employed person also reduces S.E. tax. Does anyone know how to make Lacerte do this calculation?

Todd209 Level 1

posted Feb 4, 2025

Last activity Feb 4, 2025 by IRonMaN

20 11
2024 Lacerte Tax Program Update is Live and Available for Download (...

Latest Update: Version 45.0204Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more

IntuitGabi Community Manager

Lacerte Tax

posted Nov 12, 2024

Last activity Feb 4, 2025 by IntuitAlicia

13 15
workstation #2 installed but won't let us get into any clients

We installed, setup the option to access data from the server as always, works fine on the first workstation install but the second one will not let us enter in... read more

Clark Tax Team Level 1

posted Feb 4, 2025

Last activity Feb 4, 2025 by Amajane285

0 3
SDK Release?

I have a message in Lacerte when I try to use a program to push data into client's returns that says a new SDK version available starting February 4th and that ... read more

JanOneil New Member

posted Feb 4, 2025

Last activity Feb 4, 2025 by JanOneil

2 2
Federal K-1 Instructions in Draft?

Lacerte has a critical diagnostic in the fiduciary module that says the Federal K-1 is final but the instructions are still in draft. The IRS website has final ... read more

Likinmycattle Level 1

posted Feb 4, 2025

Last activity Feb 4, 2025 by IRonMaN

1 1
Two State ID numbers from the same state on one W-2

I have a client with a W-2 that has two different state ID numbers for California. Each of these state ID numbers have different state wages and withholding. Th... read more

italicizer Returning Member

posted Feb 4, 2025

Last activity Feb 4, 2025 by IRonMaN

0 1
City of Portland SP-2024, P-2024 etc Availability? Finalized 1/16/20...

I have about 20 corporate & personal returns that are fully prepared and ready to go, except for mostly local returns not being available in Lacerte yet. The Ci... read more

shannondb Level 1

posted Feb 4, 2025

Last activity Feb 4, 2025 by shannondb

0 1
NOL and Taxable Social Security

Taxpayer receives social security benefits and has a farming loss for 2023 as well as a 2022 farming loss carryforward. My challenge is that Lacerte calculates ... read more

GolfCPA22 Level 2

posted Mar 4, 2024

Last activity Feb 4, 2025 by DEM

20 10
how do i get the tax analysis report to print with each tax return?

gennarostella Level 3

posted Feb 4, 2025

Last activity Feb 4, 2025

0 0
New GA Itemizer Credit

GA It seems that the latest update now requires a checkbox for the $600 Itemizer Credit to generate. Why would a checkbox be required if the credit is automati... read more

tmreiser Level 1

posted Feb 4, 2025

Last activity Feb 4, 2025

0 0
Why is a Demo watermark showing up on a client copy password protect...

Tolly Level 4

Lacerte Tax

posted Jan 31, 2025

Last activity Feb 4, 2025 by Tolly

2 3
Settings Reset Themselves?

In years past, whenever there was a lacerte update or if it needed to be reinstalled due to an error, there was always a chance that the settings on an individu... read more

TFulton88 Level 1

posted Feb 4, 2025

Last activity Feb 4, 2025 by IRonMaN

3 2