OMG... Jeff, the memories you bring back.  I still have mine, and some replacement leads too. I have a nice silver pen given to me by my Uncle at least 30 years ago.  It has a University of Alabama emblem attached to it.  It is VERY special to me; I've used it to sign every single tax return since I received it (before efile days) and I initial the paper client copies with it.   It obviously gets a lot less use these days; I don't have to replace the ink cartridge as often anymore.  I probably should buy a dozen of the cartridges as they may become obsolete.  Maybe they already are 😉  

'all my numbers came out'..... means what? This is NOT live chat (edit, it's not *dead* chat either ;-).  We are (tired) volunteer fellow software users.. IF you wish to 'talk' to someone, call customer support

1098 = mortgage interest = Sch A (or, possibly E, F or even OIH) 1099-K is for income, and is informational.  Any amounts shown 'should' already be in the income figures on Sch C, E (maybe?) F (maybe?)

1)  It's too late to file an extension for Ca (unless, maybe your client is one of the counties recently declared a disaster area?  But, if so - I would believe it's automatic) 2) UNLESS there's a payment, the CA extension is automatic. 3) For future reference, at least in Lacerte - unclick the CA box when submitting extensions.

*Some*brokerage statements break it out very nicely; some don't. I'm considering firing all clients that use brokerages that *don't* as I agree with Phoebe that it's a pain to look thru all those pages.  And just NOT a good use of our professional time.

It has been a slice, I'm not exactly what it's been a slice * of  * tho. Fewer returns on extension than ever in my tax pro life.  And several are actually done but on hold for SEPP funding reasons, or waiting to see if Congress ever decides on the taxability of the PGE 'fire' settlements. Unfortunately, Lacerte has been the MOST unstable it has been in maybe forever?   But I know I'm way, way too old to switch. And I really think quite a few of my clients have become a lot dumber.  Or, maybe I'm just less tolerant?    Major employee issues - I feel like I spent a lot of time "herding cats " Payroll day, so I've to be at the office to supervise.  Tomorrow tho....sit in the sun!! Thanks to all that chimed in here to either help, or entertain (hi Jeff)    

Rick be right, I bet. Lacerte provides 'general info' that shows the carry-over & I think it is also shown on the f 4562 (top section). So you're likely better off with bonus, assuming the shareholder can use the loss on the F 1040 (assuming basis limitations aren't a problem..) AND, Lacerte makes it hard to keep the balance sheet balanced - I have to override in M-1  IF you have suspended § 179.  (P I T A)