Excess Deductions on Termination - Non-Miscellaneous Itemized Deductions for interest portion. Prior to 2018 they were claimed by beneficiary as a "2% Miscella... read more
Taxpayer did not get earned income credit although otherwise qualified. Taxpayer had w-2 form with 12,000 wages. Taxpayer 's date of birth was 1-1-2000. Why?
I use lacerte and in preparing a 1040 for a decedent added a new farm equipt asset purchased just days before death. To stop depreciation on this and all farm a... read more
K1 from an S corp in Oregon for full time resident. It qualifies for the reduced tax rate and I need to fill in schedule OR-PTE-FY. In screen 20.2 passthrough K... read more
Client works on a small farm and received a W2 with the Household Employee box checked. Efile was rejected due to non-matching employer EIN numbers. Turns out i... read more
Questions for my tax experts. Would you recommend an S corp shareholder take distributions up to their basis each year? If the company doesn't have the money to... read more
Season: 2023Sentence: State of OhioSilliness: School District Income Tax (Form SD 100) this season has inexplicably shifted itself from electronic filing in pri... read more
The following diagnostic is generating: The estate or trust is required to make Arizona income tax payments by electronic means. This return does not indicate t... read more
Is anyone else getting a diagnostic related to Form 4136 Fuel Tax Credit that says, "Statement Supporting Fuel Tax Credit (FTC) Computation-1 should be attached... read more
FTB Form 3893 (PMT) (2024 Balance Due) NOTE - while the coupon at the bottom notes Payment 2, the instructions at the top of the page reference Payment 1 with a... read more
Anyone know if Tech Support is aware of any issues regarding locking and unlocking clients in Lacerte? Keep getting an error when trying to lock or unlock a cli... read more
