Idea Exchange

3566 Ideas

PL22Level 2

Section 199A Dividend WorksheetNew

I would like to see a worksheet listing all the Section 199A dividends, like there is for qualified dividends so I can reconcile against my workpapers.  

Forum|Forum|3 years ago

carlarcpaLevel 2

WI prior year state depreciationNew

asset entry worksheet did not carry forward prior years depreciation for WI in I code asset.  F codes did transfer over. I have been a longstanding client of intuit, over 24 years, & extremely upset re this defect which will create additional work for me to determine proper amount. Please get this defect fixed ASAP so I do not have to go through this again with other clients.

Forum|Forum|3 years ago

Art LLevel 2

nnnnNew

Schedule C indiv with 1095-A. Worksheet for Sched 1, Line 17, Reconciliation Line 7. Line is Premium tax credit...974 worksheet. Pub 974 has many worksheets, so which do you mean? How did you get the amount on Line 7 If I could include attachments to this idea, it would make everyone's job easier.

Forum|Forum|3 years ago

RajLevel 1

Name truncatedNew

For the critical diagnostic about name being truncated, it should be automatically handled by Lacerte by only transmitting enough letters of first and last name when e-filing.  This avoids us having to print a tax return with incomplete names on the pdf.  It happens when both taxpayers have different last names or long names.

Forum|Forum|3 years ago

Jerry SLevel 2

Add possibility for more entries on NY IT 212 worksheetNew

The NY IT212 worksheet only allows two entries.  Most of my businesses have many more entries. This should be an easy fix.

Forum|Forum|3 years ago

wzhangLevel 1

illinois estimated payment date on state client letterNew

The client standard client letter show four installments for the business state estimate tax payment.  The installation #4 has the date of 1/16/24, which I do not agree to.  I believe for business State estimate tax payment installation #4 should be on the 15th day of the 12th months of the tax year, which is 12/15/23.

Forum|Forum|3 years ago

cig51Level 3

car and truck worksheet when using actual expenses rather thanNew

if line 15 "does this vehicle qualify for standard mileage rate" is checked NO, why are errors showing to enter vehicle detail. Even the line instructions state mileage is not mandatory. To clear the return for efile extra steps need to be taken. Seems to be if line 15 is checked NO, program should know not to show errors on lines 1-8.  Can this program change be made.

Forum|Forum|3 years ago

sbringLevel 2

Allow car and truck worksheet to remain with zero business miles for years that we need it in the futureNew

I would like to keep all the information on the car and truck worksheet in the years when business mileage is not used.    Some don't have business mileage every year.  I had to take the worksheet off as couldn't enter zero business mileage.   Very inconvenient for years that will need the worksheet again.

Forum|Forum|3 years ago

orcgLevel 3

post payments to clients accounts without unlocking tax returnNew

I know the ocde writers don't see this as an issue but when we unlock the return for ANYTHING! It will update the entire file, that is why we use the lock feature so that Lacerte will NOT automatically update the file. So when we have to post a payment we have to unlock the return risking the possibility of the return changing from what was originally efiled. This must be corrected, this creates a huge waste of time for our team, and just seems like such an easy fix. We pay 10's of thousands of dollars to Intuit for the pleasure of you using Lacerte the least they could do is make it more time saving for myself and my staff. 

Forum|Forum|3 years ago

jeffpinkneyLevel 2

S Corporation Kansas LLC Annual Report LC-50 availabilityNew

It would be great if Lacerte would support having the Kansas LC-50 Limited Liability Company annual report available in the S Corporation Module. It is available only in the partnership module currently, however there are a lot of LLC's that have elected S Corporation status for tax purposes. They file Kansas Form LC-50 and not the AR-50.

Forum|Forum|3 years ago

RadioDaveLevel 1

Import from Online AccountsNew

Importing client data from outside sources (in this case, Fidelity) has been broken since for over 24 hours.  The account numbers from Fidelity are wrong, it imports the data, twice, and the 1099 B and 1099 DIV import, but the 1099 INT does not import.  

Forum|Forum|3 years ago

JMeyer1Level 2

Error in Calculations on Married Filing Joint vs Married Filing Separate Comparison WorksheetNew

When filing separately, a married person's social security income is always fully taxable. However, Lacerte's worksheet is calculating the social security income as not taxable when the taxpayer or spouse's income is low enough for the benefits to not be taxable if this was their joint income. If anyone is relying on the comparison for decision making, they will be in for an unpleasant surprise when they actually file the tax returns.Intuit, please fix this error so all tax preparers are provided with the correct information.Thank you,Jody Meyer, CPA  

Forum|Forum|3 years ago

JF19Level 2

Customer ServiceNew

Are other Lacerte customers finding it harder and harder to get good customer service?  The first person you talk to rarely has the answer, and then you wait until someone higher up can answer the question.  So time consuming!And, have you ever had a customer service rep tell you to call the IRS to see if your return went through because the software has an issue printing the acceptance letter for a Charitable Remainder Trust?I am seriously looking at another software for next year, even though I have used Lacerte for 20 years.  The customer service just isn't what it used to be.  

Forum|Forum|3 years ago

taxesbyrobbinLevel 2

Status Note At Top of file on Client MenuNew

Having a note on top screen like the DIRECT note we have the Intuit tax pros use on the IEP files would be useful - the DIRECT note is D=Date file was last touched, I=Issue to resolve, R=Resolution target, ECT= expected completion time (date target for follow-up)

Forum|Forum|3 years ago

Lauren57Level 1

long term capital gains > $250,000 in WA stateNew

This is to help those in Washington state who have clients with LT capital gains in excess of $250,000. WA state has instituted a capital gains tax of 7% on LTCG > $250,000. Could you add a feature that could alert us maybe by a diagnostic if the tax client had long term capital gains of >$250,000, or maybe add something so that we could add a filter to show clients with only Longterm capital gains. The capital gains does not apply to long term capital gains on real property, but I understand that that would be expecting too much...or maybe not.   Thank you very much

Forum|Forum|3 years ago

zfetzerLevel 1

Comprehensive Database Report for Clients with Multiple State ReturnsNew

In light of this recent extension for California, it has been necessary to file extensions for client with states other than California. However, the database report only shows the resident state. I propose that there be an option to list all filing states for a client so you can get a more comprehensive overlook of their status.

Forum|Forum|3 years ago

npc933Level 2

IN COMPOSITENew

Resident shareholder is not showing up on the composite schedule for Indiana return for an 1120S.  The non resident earnings are calculated.  a recent ruling by the state of IN allows state income tax to be calculated and deducted on the federal return for residents and non residents.the resident earnings are not calculating on the composite return and have to be to get the deduction.the preliminary instructions for the calculation were issued on March 9 and the year 2022 is included in the ruling.  Comprehensive instructions are being drafted and will be provided as soon as they are finished per the preliminary instructionsI would like to see the change on the software updated ASAP.I am open to a workaround

Forum|Forum|3 years ago

RinaTringali61Level 2

Cities Requiring Separate FilingNew

Since your Efiling boxes for each state do NOT include the City of Cincinnati, and you don't even include a Diagnostic "heads up" that I would need to paper file the return, AT LEAST the Client Letter for the Ohio Cities should put the correct mailing address of the return, and NOT just instructions to mail the return to the client themselves!!!

Forum|Forum|3 years ago

charles_clumecksternLevel 1

Correct Lacerte data base to extract correct CA county informationNew

This is critically needed information for California customers. Apparently, we not important enough to Lacerte to correctly provide this critical information. Once again Lacerte disappoints! Charles Laing

Forum|Forum|3 years ago

GMinCALevel 1

CA Storms 2023 Extension ReliefNew

An input box to waive penalties and interest for taxpayers who have until 10/15/2023 to file and pay per the 2023 CA Disaster Extension relief bill. Also, have a header added to federal and CA returns that reads "Disaster postponement related to CA-2023-01, CA-2023-02, or CA--2023-03'.  

Forum|Forum|3 years ago

CalnevaLevel 3

CA AMT credit for deferral preferencesNew

Currently it appears that although an individual CA taxpayer has a deferral preference for ISO stock option spread and incurs a CA AMT tax as a result the program does not generate and display under General Information page an AMT tax credit carryover for CA the way it does for Federal purposes.  I believe there would also be an AMT tax credit for CA based on the ISO AMT preference item which is a deferral preference. Rob Johanson Customer # 9103

Forum|Forum|3 years ago

Joseph YeadonLevel 1

depreciation calculation for prior period for sale of assetsNew

I am recommending that Lacerte automatically calculate prior period deprecation for the sale of rental property. This will alleviate the need to manually calculate it so that the gain is properly reflected.

Forum|Forum|3 years ago

Richard20Level 2

Efile AcknowledgementNew

I get error messages on this every time and your 

Forum|Forum|3 years ago

Lee7Level 1

Tax Return Won't Print PDF CopyNew

Careful review the boxes in your settings to ensure that the box to print PDF copies is checked Yes.

Forum|Forum|3 years ago

mcsimms124Level 2

Diagnostic for future date of death on 1040New

Give diagnostic if the date of death listed  on the 1040 is for a date in the future. I mistakenly tried to submit a return with November 2023 DOD, but should have been 2022. Didn't realize the error until already gave clients their copies of return and the return was rejected by IRS.

Forum|Forum|3 years ago

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3566 Ideas

Section 199A Dividend WorksheetNew

WI prior year state depreciationNew

nnnnNew

Name truncatedNew

Add possibility for more entries on NY IT 212 worksheetNew

illinois estimated payment date on state client letterNew

car and truck worksheet when using actual expenses rather thanNew

Allow car and truck worksheet to remain with zero business miles for years that we need it in the futureNew

post payments to clients accounts without unlocking tax returnNew

S Corporation Kansas LLC Annual Report LC-50 availabilityNew

Import from Online AccountsNew

Error in Calculations on Married Filing Joint vs Married Filing Separate Comparison WorksheetNew

Customer ServiceNew

Status Note At Top of file on Client MenuNew

long term capital gains > $250,000 in WA stateNew

Comprehensive Database Report for Clients with Multiple State ReturnsNew

IN COMPOSITENew

Cities Requiring Separate FilingNew

Correct Lacerte data base to extract correct CA county informationNew

CA Storms 2023 Extension ReliefNew

CA AMT credit for deferral preferencesNew

depreciation calculation for prior period for sale of assetsNew

Efile AcknowledgementNew

Tax Return Won't Print PDF CopyNew

Diagnostic for future date of death on 1040New

Filter by product

Idea Exchange

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Section 199A Dividend WorksheetNew

WI prior year state depreciationNew

nnnnNew

Name truncatedNew

Add possibility for more entries on NY IT 212 worksheetNew

illinois estimated payment date on state client letterNew

car and truck worksheet when using actual expenses rather thanNew

Allow car and truck worksheet to remain with zero business miles for years that we need it in the futureNew

post payments to clients accounts without unlocking tax returnNew

S Corporation Kansas LLC Annual Report LC-50 availabilityNew

Import from Online AccountsNew

Error in Calculations on Married Filing Joint vs Married Filing Separate Comparison WorksheetNew

Customer ServiceNew

Status Note At Top of file on Client MenuNew

long term capital gains &gt; $250,000 in WA stateNew

Comprehensive Database Report for Clients with Multiple State ReturnsNew

IN COMPOSITENew

Cities Requiring Separate FilingNew

Correct Lacerte data base to extract correct CA county informationNew

CA Storms 2023 Extension ReliefNew

CA AMT credit for deferral preferencesNew

depreciation calculation for prior period for sale of assetsNew

Efile AcknowledgementNew

Tax Return Won't Print PDF CopyNew

Diagnostic for future date of death on 1040New

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long term capital gains > $250,000 in WA stateNew