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Filing Form 706 only to elect portability. Two beneficiaries, wife and charitable organization. I've enter all asset and selected one of the two beneficiaries. ... read more0 0
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When i´m exporting the trial balance from quickbooks to lacerte trial balance utility,and i have some information sort by class,0 0
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Does anyone know if there is any type of audit trail report for an administrator? I know we can limit user permissions but I was wondering if we are able to gen... read more0 0
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The state and federal returns were all designated to be filed Joint with Spouse but somehow the NJ-1040NR return was switched to Taxpayer only filing by Lacerte... read more0 0
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Form 990-PF: (i) in Part I, Analysis of Revenue and Expenses,, line 6a, shows twice the correct amount entered on screen 18, Excluded under section 512, 513 or ... read more
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Good morning...ugh...mondays! Raining in SoCal so I'm looking for snow after I get the answer.TP is my client. The Divorce Decree says he gets to claim one of t... read more26 9
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how do you manually input data into lacerte
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I have a "late" 2018 Form 1040. Can i e-file it of not at this time?
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This is only happening for some team members, not all, so I believe this is an options issues but I cannot find where to change4 3
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Does the Lacerte tax planner calculate the CA TMT limitations related to the pass through entity tax credit that is beginning with 2021?
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Does anyone know why the phone support line is closed today? I just tried calling a couple times at 1 pm PST and received an automated message. Per this link th... read more11 5
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Our firm is trying to determine whether this would be beneficial to our clients with passthrough entities and we were looking for assistance to determine if thi... read more
