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I imported client 1099-B and all the data was correct except it did not populate the date acquired and date sold fields. Is there a way to fix this because the ... read more1 2
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Has the presentation of non-deductible expenses on partner's capital account analysis change in 2021? It appears to be reported as "other increase (decrease)" i... read more0 0
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I need to file a Final California Trust return only, the Federal 1041 is not final - does anyone know where to check the Final Return box for CA only? I can see... read more2 1
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We have two 1041 clients that were set up for electronic payments with their e-filed returns. The state payment was made timely, but the Federal payment was not... read more0 0
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The Lacerte program allocates the FTC equally between the trust beneficiaries even though the income is distributed unequally based on distributions received by... read more
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The latest build is broken.Has anyone else noticed that if you look for Missing Data (I tried in both the individual and Fiduciary modules), the program freezes... read more
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I have a client that does a backdoor Roth every year.In 2021, he contributed $7k to a traditional IRA in April and designated it for 2020. He contributed to a 2... read more0 4
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Will the current Lacerte Tax Planner software be discontinued with this summer's release of the more in-depth tax planning module?0 0
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Hi- the 1040 had an amount applied to 2022. We now want the additional refund from the 1040X applied as well. Lacerte is showing the first amount applied as a n... read more0 0
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I know selecting 8825 under trial balance utility can import data by property. But if there are 10 rentals in one entity, how do I import them at once? My excel... read more0 0
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I am trying to add a column of business type codes for each of our Sch C clients. I have learned how to create a custom filter to display Sch C clients only, ho... read more0 0
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taxpayer received a 1099-SSA ,box 5 includes 110K for "workers compensation offset". any place in the software to reduce the box 5 total. appears to be taxable ... read more1 1
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I have a client with a Form 1095-A that has a -0- in Part III column A and B but has an amount in column C so I can't electronically file this says the diagnost... read more0 2
