Copy "C", For Payer, of Form 1099-NEC is not available to print.When choosing "Print All" for Form 1096, 1099-NEC, each 1099-NEC is followed by the 1096 with th... read more
S-Corps with multiple shareholders do not seem to be carrying basis over correctly from the prior year. Its like everyone's basis is scrambled and put on someon... read more
I have a client who is a sole proprietor and now wants to move the assets into an LLC. Thesole proprietor already has an FEIN and doesn't want to get a new FEIN... read more
When will the 2024 Proseries state business modules be available? The modules for the states that I file inother than NC are not installed. Most returns are for... read more
In Lacerte 2024 had the program open and went back to it after a while and there was a popup asking me if I would recommend Lacerte Hosting which I do not have ... read more
I am trying to e-file 4th qtr estimates for NJ and getting rejected. Error states that IRS and states are temporarily closed for TY23. When will they be opened?... read more
The following diagnostic is generating: Value at date of death missing. This concerns life insurance where the decedent possessed no incidents of ownership, the... read more
We are set up to use the IRIS Portal but when we log in it directs us to a web address of la.www4.irs.gov/irportal/ and a "Loading..." message appears and nothi... read more
Anyone else have a problem with Lacerte 24 where you cannot select any individual filing clients from the all clients view?I can select all my business and corp... read more
I have a few new clients who have self prepared in past years in turbo tax. I listened to a Lacerte webinar that mentioned there was a way to import data from ... read more
Due to cash flow issues, a shareholder (actually the President/Director/shareholder) made a short-term no-interest loan to the S-Corp early in the year in order... read more
Client made estimated tax payments . But will have a huge loss . Where in Lacerte can you mark to keep estiamted payments/ roll over to 2024 amounts due?
I'm new with Pro-series. I'm a tax preparer and a TIN Certifying Acceptance Agent with IRS. The W-7 form is in the pro-series software program but I did not fin... read more
Is there a way to identify which 2023 clients has excess mortgage interest that was pro-rated? I don't see any field in database reports that I can use.Alternat... read more
