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
Did FTB take the day off? I've e-filed many tax returns today and have gotten "accepted" status from IRS but all I have from FTB is "CA sent to California". The... read more
Colleagues:Hopefully someone can help me now that April 15 is done!I constantly have difficulty with inputs for the Foreign Tax Credit.The Screen 35 inputs are ... read more
I want to be sure that I didn't miss an efile reject. I thought I saw all the notifications, but I could have missed one. How do I know that there are no return... read more
The following diagnostic is generating: Prepare and attach AZ from 352. I prepared it the same as past years and it is still not populating. Anyone know how to ... read more
Does anyone know how to fix the following diagnostic:e-file: If your combined group's total revenue for the year is less than $2,470,000, you do not need to fil... read more
I don't think this idea stinks. Pun intended.TP with a business made renovations to a bathroom in his home that is used by himself and his clients.Is this Quali... read more
I efiled a 2023 Fiduciary return for this estate and am now ready to file the FINAL estate short period (1/1/24-4/30/24) return. I do not want to wait until the... read more
The following diagnostic is generating: Form 4868 can only be filed on or before the original due date... This diagnostic now applies to every client that we e-... read more
I am trying to determine the Name Control for a Trust. The EIN was obtained over 30 years ago. It is an insurance trust and 1041s were never required until this... read more
Folks:I am having difficulty with the foreign tax credit.Am I correct in believing that line 1a and line 3d should usually (often?) be the same amount? They are... read more
Got an email to ask for me to change my CC on file due to expiration. Obviously not correct but the email was LACERTE EXACT and sender was LACERTE. Watch out fo... read more
Decedent received a 1099-NEC and a 1099-MISC with his social security number. Death was in 2020, 1099's received in 2021. Both amounts were for restricted stock... read more
How can I fix Lacerte creating Texas Franchise form 05-160 but failing e-file because of critical error of:"Texas will not allow Form 05-160 to be filed withFor... read more