Below are the top articles and resources for the week leading to the April deadline for tax year 2022.
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Help with Electronic Filing including extension and deadline information
- How to file extensions
- Electronic filing deadlines and perfection periods
- State extension and due date information for individual returns
- Attaching PDF documents to an individual return
- Determining the Name Control for Form 1041
- How to check for delayed e-file acknowledgements
- Electronic payment of federal estimates for an individual return
Disaster area tax relief available:
- Some areas in California, Alabama, Arkansas, Georgia, Mississippi and New York may qualify for a disaster related tax extension. See here for more details.
Schedule K-1 / K-2 / K-3
- Entering a partnership Schedule K-1, line 20 in the Individual module
- How to export Schedule K-1's between tax returns
- How to generate the K-2 and K-3 in Lacerte
- How to enter K-1 foreign taxes on a 1040 in Lacerte
- Understanding partnership Schedule K-1, box 13 codes for individual returns
- Have a question regarding Form 7203? See How to complete Form 7203 in Lacerte.
Forms 1095/8962
- Entering Form 1095-C
- Entering Form 1095-A in Lacerte
- Common questions for Form 8962 Premium Tax Credit
Amended Returns
Rental income, losses, vacation homes
- Entering rental of personal property income
- Reporting the sale of home used as a rental property
- How to generate Form 8582, Passive Activity Loss Limitations for an individual return
- Reporting sale of property used as a rental on an Individual return
- Common questions about fiduciary Schedule E rental and royalty income
- How to enter a vacation home for Schedule E
Forms 1099, 5498, PPP, energy credits, and more...
- Entering amounts from Form 1098 and 1099
- Entering information from Form 5498
- Common questions about Form 5695 Residential Energy Credits
- How to enter Traditional IRA contributions
- How to enter a sale or disposition of assets
- Entering Form 5498-SA for an individual
- How to enter Form 1099-NEC, Nonemployee Compensation
- How to enter and calculate the qualified business income deduction, section 199A, in Lacerte
- Entering total qualified student loan interest paid
- Contributions to Qualified Tuition Programs (529 Plans)
- Entering Amounts from Form 1098-T and Generating Form 8863
Common e-file rejections:
- REJ001 - This is a generic state rejection that happens if the federal return is rejected. Correct the federal rejection and re-submit both the Federal and State returns.
- F8962-070 - If the taxpayer, spouse, or dependents enrolled in the marketplace, even if they never activated their policy, the marketplace may have issued them a 1095-A. If the return is e-filed without the 1095-A the IRS will reject the return until the 1095-A is entered. If the taxpayer is unsure have them contact HealthCare.gov to search for all the SSN's on the tax return.
- R0000-500-01 or R0000-503-02: This rejection happens if the name of the Taxpayer or Spouse on the return does not match the IRS records, this could be due to a recent name change. Verify the spelling of the name and the Social Security Number matches their current social security card.
- IND-181-01 or IND-183-01: This rejection happens when the taxpayer or spouse is missing the IPPIN. See here for more details.
- IND-180-01: This rejection happens if the IPPIN entered is either not for the current tax year, or incorrect. See here for more details.
PTE taxes:
- How to enter Alabama PTE tax in Lacerte
- How to enter Arizona PTE in Lacerte
- California PTE tax on a partnership in Lacerte
- California PTE tax for a 100S in Lacerte
- How to enter a California PTE credit in Lacerte
- How to enter Colorado PTE in Lacerte
- How to enter Georgia PTE in Lacerte
- How to enter Illinois PTE tax in Lacerte
- How to enter Iowa PTE in Lacerte
- How to enter Kansas PTE in Lacerte
- How to enter Maryland PTE tax in Lacerte
- How to enter Minnesota PTE tax in Lacerte
- How to enter New Jersey PTE tax in Lacerte
- How to enter New York PTE tax in Lacerte
- How to enter North Carolina PTE in Lacerte
- How to enter Rhode Island PTE tax in Lacerte
- How to enter Utah PTE in Lacerte
- How to enter Virginia PTE in Lacerte
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