@IntuitGabiWe have been dealing with this issue for most of this filing season. A few weeks back, Lacerte gave us a box to check that would exclude Form 05-166 ... read more
I am updating client's phone numbers but the updates aren't saving. I have tried to save each one before I exit the client, but it still won't save. Is there a ... read more
I am not able to send a protected file from DMS. I can email an unprotected file from within DMS, but Outlook will not come up when it is password protected. An... read more
In the Lacerte Estate Tax program, there is no way to update the basic exclusion amount on Line 9a of the Form 706 from the 2023 amount of $12,920,000 to the 20... read more
My clients Tax reporting statement for investments included form 1099-MISC for Other Income.On the detail page for other income it stated at the bottom that Nat... read more
see: print tax returnClient never makes it past the 2nd jpg in the Article above. Client hits the print button, it freezes and becomes completely unresponsive u... read more
Form 1040, Sch D, Column (h), Line 1a + 1b does NOT equal to Line 7. The difference is Wash Sale shown on Column (g). It seems to me that this W/S is missing du... read more
Calling Lacerte rep to get help on this topic but couldn't get help. How do I make an election on Depreciation deduction under R&TC Section 24356 on form 3885 f... read more
The AICPA has a nice discussion right now about tax season. And it would be nice for our community to have something similar in a chat\ or other forum.Do you wa... read more