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Individual Amended Form 1040X for e-File: Frequently Asked Questions

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Lacerte 2019 Form 1040-V not printing Spouse's name

FYI after recent update, Form 1040-V is not printing spouse name of joint return, only the taxpayer.

jorgecpa Level 2

Lacerte Tax

posted Oct 26, 2020

Last activity Oct 26, 2020 by abctax55

1 1
M-2

My M-2 for a consolidated return is not calculating correctly and there is no place to override.

vi1 New Member

Lacerte Tax

posted Oct 26, 2020

Last activity Oct 26, 2020 by abctax55

4 2
Tax Payment Posted Incorrectly

Extension payment not posted corrrectly, only part of it. Rest was applied to a previous year even thought the year 2018 and Form 1040 was written on the ... read more

sassycat Level 1

Lacerte Tax

posted Oct 25, 2020

Last activity Oct 25, 2020 by BobKamman

4 10
completed esignature files

Once my clients complete the esignature process, the "eSig Status" in my client tab changes to "completed." Then after the return is filed, the eSig Statu... read more

Wantomas Level 1

eSignature

posted Oct 24, 2020

Last activity Oct 24, 2020

0 0
2020 Tax Planning in 2019 Program

I am trying to prepare a 2020 tax plan in the 2019 program and it says my program is a Demo Version.Has the full version been released?

gmt Level 1

Lacerte Tax

posted Oct 24, 2020

Last activity Oct 24, 2020 by George4Tacks

1 1
form 706

have listed many assets to schedule G, need to insert a line for a new assets between assets #4 and #5, how to insert a line into schedule G

sara R Level 2

Lacerte Tax

posted Oct 24, 2020

Last activity Oct 26, 2020 by sara R

3 4
Putting a statement on the tax return?

IRS has said that if you attempted to file by 10/1/2020, but were unable to, if you put "COVID-19" on the top of the return, they will not give the taxpayer a l... read more

EarlineLaBuy Level 1

Lacerte Tax

posted Oct 23, 2020

Last activity Oct 23, 2020 by qbteachmt

8 4
E-Signatures and QuickBooks (Merchant Account) Integration

I am wondering if there is any one out there who can help me better understand the integration between E-Signatures and QuickBooks.I have a merchant account and... read more

steven Level 4

eSignature Lacerte Tax

posted Oct 23, 2020

Last activity Oct 23, 2020

0 0
1231 Losses exported to CA K-1 as gain

I don't know if this is a recurring issue, but I exported an LLC return with a 1231 loss to an individual. For federal purposes, 1231 gains and losses are nette... read more

kcomstock Level 1

Lacerte Tax

posted Oct 23, 2020

Last activity Oct 23, 2020

0 0
K-1 Export Capital Contributions

I noticed that when exporting a partnership/LLC K-1 to an individual, the capital contributed during the year doesn't transfer to the individual K-1 input. Is t... read more

kcomstock Level 1

Lacerte Tax

posted Oct 23, 2020

Last activity Oct 23, 2020 by sjrcpa

1 1
7 days without stutus updates

Intuit spends it time adding feature to Lacerte where you can buy additional services. Intuit doesn't spend time making the program work!!!

snootsdad Level 2

Lacerte Tax

posted Oct 22, 2020

Last activity Oct 23, 2020 by User ID 61

2 1
Schedule D only shows totals how can we print a sch D detail schedul...

BARRYWACHHOLDER Level 1

Lacerte Tax

posted Oct 22, 2020

Last activity Oct 22, 2020 by Just-Lisa-Now-

4 1
7 days without stutus updates

Did everyone in the software department go on vacation!!! It's been 7 days since they screwed up the software and no acknowledgements for 2019!!! No... read more

snootsdad Level 2

Lacerte Tax

posted Oct 22, 2020

Last activity Oct 22, 2020

0 0
I apportionment

I am preparing a 2019 corporate tax return with sales and salaries from NY and DC . How do I enter the information in order to get proper allocation?

larrywainb Level 1

Lacerte Tax

posted Oct 22, 2020

Last activity Oct 22, 2020 by sjrcpa

3 1
Lacerte Checklist

The Intuit Link feature will create a Checklist specific to the client of documents for them to provide. How can I access/print this Checklist without sending a... read more

Tax1040 Level 1

Lacerte Tax

posted Oct 22, 2020

Last activity Oct 23, 2020 by itonewbie

4 5