Community and Support

Help Can a single person claim a dependent like a parent.Taxpayer does not qualify for Head of Household?

All of the passive activities are from a single Partnership Investment.

I have a 1065 K-1 that has a Passive Loss in Box 11 coded I (Passive loss per the instructions from the K-1). When I QuickZoom to add the additional information... read more

I'm amending a CA 2017 individual return.  Can I efile the 2017 amended return through Lacerte?

Client has a W-2 with box 14  207C.  Is anyone familiar with how is this handled? 

I am still not successful in downloading 2018 1040 forms 

When in home base view the preparer and refund or tax due columns don't show any detail. I'm filing a return for a family member at no cost so I've checked the ... read more

A Trust client is due a 2019 Federal 1041 refund.  The 1041 was e-filed & accepted by the IRS on 3/20/2020.  Still no refund from the IRS.  H... read more

Client with an LLC - schedule K-1 -line 13 - the description letter is "W".  However the lacerte input schedule for K--1 amounts does not have a descriptio... read more

Our company has unlimited esignatures. However, when I try to request an esignature thru Lacerte via Docusign, I get an error that I must puchase signatures to ... read more