We are currently investigating a behavior where type "A" charitable contributions from a K-1 are being changed to type "C" on the Schedule A.Please fill out thi... read more
Why can't the programers fix the issue with printing the selected form. This has been an issue all year. It was not an issue in any other prior years. I was tol... read more
Last year (for Tax year 2023) for a client whose 2022 tax returns I filed before 4/15/23, I set up for Federal & New York automatic estimated 2023 payments for ... read more
What are some best practices for filing extensions for new clients?Do you have them sign an engagement letter and just request their personal information?Do you... read more
Client received a letter that they had made a mistake on “taxes” part of last year’s Schedule A. This is what they filed: This is what the IRS notice said: Wh... read more
On the form 8582 when this election is made, the grouped rental activities should be aggregated and the deductible loss is allocated amongst the grouped propert... read more
If you file MFS can you still contribute to a family plan HSA $7,750 and if over 55 is it $1,000 each meaning you can put in $9,750?Also, can you use Medicare p... read more
Taxpayer receives social security benefits and has a farming loss for 2023 as well as a 2022 farming loss carryforward. My challenge is that Lacerte calculates ... read more
Hi,Need help on this, one of my client bought Model Y under his LLC . I took Commercial Clean Vehicle Credit (CCVC) of $7500. Can i take Sec 179 for the same SU... read more
Need more help with education situation:I have a client that claims student as dependent.The dependent received 1098-T with the following information:Box 1: $24... read more
I'm experiencing a client that uploaded documents via pro-series intuit link that under the documents tab, it's stating "Oops, refresh again". No documents are ... read more