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Lacerte Tax

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Tax Topic: Schedule K-1

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Lacerte Microsoft Windows 10 Deprecation Details

Microsoft has recently announced Windows 10 will reach end of support on Oc...

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NOL utilization

Why doesn't Lacerte calculate the NOL utilization anymore? Is there some reason they can't do this calculation within the software? Just another thing we as pre... read more

vkatranis Level 2

Lacerte Tax

posted May 21, 2025

Last activity May 21, 2025 by abctax55

7 4
Why does Lacerte roll over Form 1041, Sch B, Line 10 prior year dist...

nwempe Level 3

Lacerte Tax

posted May 21, 2025

Last activity May 21, 2025

0 0
disaster penalty relief

How do I suspend penalty calculations for underpayment of taxes due to disaster relief?

OrionHunter New Member

Lacerte Tax

posted May 21, 2025

Last activity May 21, 2025 by OrionHunter

0 2
61134

The following diagnostic is generating: efile: For an electronically filed return, Schedule Bi-477 requires Vermont Sales Receipts Factor to be equal to Vermont... read more

Btrcpa72 Returning Member

posted May 20, 2025

Last activity May 20, 2025

0 0
60248

The following diagnostic is generating: The income adjustment percentage on Form BI-477, Part V cannot be negative for e-file purposes.

bstewart New Member

S corp Vermont VT

posted Jan 21, 2025

Last activity May 20, 2025 by Btrcpa72

0 2
How to enter a partnership K-1 with box 23 checked?

The client has an interest in a PTP that reports income and losses from three lower-tier PTPs. As I understand, losses from the K-1 should be subject to one bas... read more

A_tax_preparer Level 1

Lacerte Tax

posted May 20, 2025

Last activity May 20, 2025 by PhoebeRoberts

3 1
How do I get rid of the pop-up message COM Server Warning?

When I close Lacerte 24, I get a pop-up message titled COM Server Warning with the following wording:"There are still active COM objects in this application. On... read more

Sarah Level 2

Lacerte Tax

posted May 20, 2025

Last activity May 20, 2025

0 0
Taxation of California pension income for a part-year resident movin...

My client moved to Washington state on June 4, 2023. She receives pension income from Calpers each month. She did not inform Calpers that she had moved. Califor... read more

Dodgerfan Level 3

Lacerte Tax

posted May 15, 2025

Last activity May 19, 2025 by Dodgerfan

7 4
8978 or not to 8968

My first time involved with AAR/F8986. The individual partner received a total of $3000 for two separate years. Since I don't have these two tax years in my sof... read more

Strongsilence-CPA Level 10

Lacerte Tax

posted May 19, 2025

Last activity May 19, 2025 by Taxes-by-Rocky

2 3
53567

Posted May 19, 2025. The following diagnostic is generating: "Tax Form 8978 is present so it must be paper filed." Question: Can this e-file error be disabled?

Strongsilence-CPA Level 10

posted May 19, 2025

Last activity May 19, 2025

0 0
Form 8978

Kindly advise whether efile is possible with Form 8978 attached

Steve xcpa Level 1

Intuit Link

posted Sep 29, 2023

Last activity May 19, 2025 by Strongsilence-CPA

1 1
Texas Franchise Extension Still Pending?

We filed Texas Franchise Tax extensions on May 14th for several clients. Today, May 19th, they still show "Sent to Texas." They've never taken this long to Acce... read more

SherriC62 Level 3

Lacerte Tax

posted May 19, 2025

Last activity May 19, 2025

0 0
Social Security RET planning

My client is 63 and started Social Security at age 62. He is married. (He is past the deadline for withdrawing his SS claim.) He now realizes his business will ... read more

Strongsilence-CPA Level 10

Lacerte Tax

posted May 15, 2025

Last activity May 19, 2025 by PhoebeRoberts

13 6
Where do I indicate that an extension was already filed so that the ...

Christine-Cole Level 1

posted Jan 25, 2025

Last activity May 15, 2025 by Christine-Cole

2 2
Form 8853 and Form 1099-LTC

I have a client that has taxable proceeds from their Long Term Care policy which are reported on Form 8853. The income ends up on Schedule 1, Line 8e and ultima... read more

tmcmaugh Level 1

Lacerte Tax

posted May 15, 2025

Last activity May 15, 2025

0 0