Well folks except for extensions the 2024 tax season is over. Did you folks once again have to deal with forms not approved yet or fighting world war 3 with Int... read more
The client's prior employer closed her IRA account and sent a check of $672 to her for indirect rollover. The 1099-R shows total distribution of $840 with $168 ... read more
Client has many installment sales (6252) over the years and never any issue because all of them were sold at a gain. But now he has sold one at a loss, and soft... read more
I am trying to enable Ohio taxes for Butler county.Taxpayer has a W-2 ($90k) and some S-Corp income ($4k).I completed all fields for the federal return, but the... read more
@IntuitGabiWe have been dealing with this issue for most of this filing season. A few weeks back, Lacerte gave us a box to check that would exclude Form 05-166 ... read more
I recently submitted a 1040x for a client that had automatic estimated quarterly payments set up for the IRS in the return. I was unaware that I needed to unmar... read more
Client is non-resident of PA.Client received a PA Sch NRK-1.It reported the client's share of real estate income from PA.Do I need to use another screen in the ... read more
There was an incorrect calculation for Earned Income Tax Credit in tax year 2022 and 2023 Michigan Individual Income Tax program. The incorrect calculation led ... read more
I am updating client's phone numbers but the updates aren't saving. I have tried to save each one before I exit the client, but it still won't save. Is there a ... read more
I am not able to send a protected file from DMS. I can email an unprotected file from within DMS, but Outlook will not come up when it is password protected. An... read more