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  • Schedule A Itemized Deductions- Interest FAQs

    From the article: Description The following articles are the top questions referring to Itemized Deductions- Interest Schedule A. Entering Home Mortgage Interest and Other Information from Form 1098 Amortization of Mortgage Points for Schedule A, Itemized Deductions S

  • E-file Reject Troubleshooting and Tips

    From the article: Description The following steps will assist in reviewing and resolving most electronic filing rejects.

  • December 9 2016: IRS News Release Announces Start Date for the 2017 Electronic Filing Season

    From the article: Description In a News Release issued on December 9, 2016, the IRS announced the start date for the 2017 filing season will be January 23, 2017.

  • Attempting to Log Into Lacerte 2016 the Program Closes (32-bit System)

    From the article: Description When attempting to log into Lacerte 2016, the program closes after entering your login credentials.

  • Form 1040 Schedule D FAQs

    From the article: Description The following articles are the top questions referring to Dispositions(1040 Schedule D)   Reporting a Wash Sale in Lacerte Generating Form 8949, Sales and Other Dispositions of Capital Assets Print All Assets on Form 8949 Entries in the D

  • Reporting an Education Distribution Form 1099-Q in the Individual Module

    From the article: Problem Description A Form 1099-Q reporting an education distribution was issued to the taxpayer and needs to be reported on the 1040.

  • Attaching PDF Documents to a 1040 Return

    From the article: Problem Description How do I attach PDF documents to an Individual e-file return?... Solution Description To attach a PDF to the Federal e-file return: Go to Screen 4, Electronic Filing .

  • Entering Form 1099-SA Health Savings Account Information

    From the article: Problem Description How do I enter Form 1099-SA, HSA Health Savings Account Information?... Solution Description To enter 1099-SA: Go to Screen 32.1, Health Savings Accounts (8889) Scroll down to the  Distributions section Enter the amount from 1099-SA,

  • Dividend Income FAQs

    From the article: Description Click on the articles below for help and answers to the top Dividend Income Frequently Asked Questions:   Entering Dividend Income from Form 1099-DIV   Entering Form 1099-DIV Box 3 in the Individual Module   Entering 1099-DIV Box 8 and Bo

  • Printing Form 9325 as an Electronic Filing Receipt

    From the article: How do I print my a receipt to show an electronically filed return was accepted?... How do I print Form 9325 Acknowledgment and General Information for Taxpayers Who File Returns Electronically?