see: print tax returnClient never makes it past the 2nd jpg in the Article above. Client hits the print button, it freezes and becomes completely unresponsive u... read more
Form 1040, Sch D, Column (h), Line 1a + 1b does NOT equal to Line 7. The difference is Wash Sale shown on Column (g). It seems to me that this W/S is missing du... read more
The AICPA has a nice discussion right now about tax season. And it would be nice for our community to have something similar in a chat\ or other forum.Do you wa... read more
Simple trust has foreign tax paid. I have filled out information and an 1116 prints. The trust doesn't have a tax liability so line 24 is $0. I have also filled... read more
My clients Tax reporting statement for investments included form 1099-MISC for Other Income.On the detail page for other income it stated at the bottom that Nat... read more
In the Lacerte Estate Tax program, there is no way to update the basic exclusion amount on Line 9a of the Form 706 from the 2023 amount of $12,920,000 to the 20... read more
Folks:Client has a $200,000 federal tax bill. After going back and forth on it, he decided he would pay $30,000 at the time of the return, submit an installment... read more