I became aware from a client that Legal Zoom prepares taxes. I didn't know that! And he said Intuit owns Legal Zoom. (That seems to be true from a press release... read more
Taxpayer spent 150K on medically necessary home improvements in 2023. He didnotget an appraisal before, and he didnotget an appraisal after. He knows that there... read more
Client is non-resident of PA.Client received a PA Sch NRK-1.It reported the client's share of real estate income from PA.Do I need to use another screen in the ... read more
@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