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1867 Ideas

R
rpwhitakerLevel 1

State Tax Exempt Interest entry in the partnership module is causing data export to not send info in K-1 box 5 to the individual moduleNew

When there is both Interest Income in screen 22.1 and State tax-exempt interest in screen 27.1, the data export does not send the federal interest income from K-1 line 5 to the personal return.  It must be manually entered in the individual module.  Why won't it populate this field?

0
R
Forum|Forum|4 months ago
J
JminbhLevel 1

Add footnoteDiscussion ongoing

There should be a way to add a general statement or footnote for any return disclosures 

4
OrgTax
Forum|Forum|4 months ago
H
hanocoLevel 2

80% NOL LIMITATION COMPUTATIONNew

I CAN'T BELIEVE THAT LACERTE IS STILL NOT COMPUTING THE 80% NOL LIMITATIONCOMPUTATION WHICH EFFECTS BOTH THE FEDERAL RETURN AND OKLAHOMA .YOU CONTINUE TO INCREASE YOUR CHARGES BUT THIS ONE ITEM SEEMS TO NOTHAVE BEEN RESOLVED. THIS IS FIRST YEAR THAT A WARNING PREVENTING EFILINGTHE INDIVIDUAL TAX RETURN HAS APPEARED. IT REQUIRES SEVERAL COMPUTATIONSIN CORRECTLY IMPUTING THE AMOUNT ALLOWABLE UNDER THE 80% RULE. THE IRSIMPOSED THIS LIMITATION ON POST 2021 NOLS. THIS PROBLEM HAS NOT BEEN RESOLVED BY LACERTE IN  OVER FOUR YEARS. THIS IS NOT ACCEPTABLE AND SHOULD BE A TOP PRIORITY OF YOUR SOFTWARE EXPERTS. THIS NEEDS TO BE CORRECTED FOR TAX YEAR 2025!!!!!

3
S
Forum|Forum|4 months ago
D
Deo DLevel 1

Client File NameNew

The Client File name is not showing up the way it was entered on the system. I have seen cases where the File Name is all CAPS, all lower case or the first initial is cap. For example, if the client file name is John D. I have seen the following combinations:1.  JOHN D2.  john d3.  John D

0
D
Forum|Forum|4 months ago
C
Cheryl5295Level 1

add meals to screen 17 - Rental Real Estate on Partnership Module so the program will calculate non ded portionNew

as the program does not have a box for meals on the rental real estate screen 17, we have to enter as "other expenses" and create a statement.  The 50% that is not deductible then must be entered on the M-2 and may not allocate correctly without special allocations

0
C
Forum|Forum|4 months ago
C
CookswithspoonLevel 2

FORM 1041 PASSING THROUGH WITHHOLDING TO BENEFICIARYNew

Lacerte's instructions for how to do this are outdated.  It needs to happen on screen 43, either under Other Information Line 14 or Line 13 (backup withholding) --  and NOT screen 7.  I called and spoke with an agent who gave me incorrect info.  I had to figure this out myself.  Unfortunately, the client withheld inside the trust (not my advice) and I need to push it out to the single beneficiary somehow.

1
sjrcpa
Forum|Forum|4 months ago
D
DENPLevel 3

Filing a deceased person's tax return.New

When filing a deceased person's tax return, Lacerte keeps saying I need to file Form 1310, but other sources say I don't have to.  The deceased was single (her husband passed away years earlier) and there will be refunds coming from the Federal and State returns, and those refunds will be deposited into her estate's checking account.  She had a will and her brother was assigned to be the executor of the estate, which was approved by the State of Iowa where she resided, but the executor resides in Colorado.  The court in Iowa approved him as the executor of her estate.  There is a valid proof of death.  The Lacerte program says if you file with a From 1310, you cannot file it electronically, but other sources referencing Lacerte say you can, and others say you don't have to file Form 1310.  What is the truth and what am I supposed to actually be doing?!

9
sjrcpa
Forum|Forum|4 months ago
S
smlLevel 2

Delaware Military Pension ExclusionNew

The Military pension exclusion for the state of Delaware DE increased to 25,000.00 on 1/1/25.  Proseries is not calculating correctly.  Please see house bill HB108 HOUSE OF REPRESENTATIVES153rd GENERAL ASSEMBLY HOUSE BILL NO. 108 AN ACT TO AMEND TITLE 30 OF THE DELAWARE CODE RELATING TO PERSONAL INCOME TAX MODIFICATIONS SUBTRACTED FROM FEDERAL ADJUSTED GROSS INCOME. BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF DELAWARE:Section 1. Amend § 1106, Title 30 of the Delaware Code by making deletions as shown by strike through and insertions as shown by underline as follows:§ 1106. Modifications [For application of this section, see 83 Del. Laws, c. 338, §?2].(b)  Subtractions. —  There shall be subtracted from federal adjusted gross income:(3) a. For taxable years beginning before January 1, 2022:1. Amounts received, not to exceed $2,000, by persons under age 60 as pensions from employers, the United States, this State, or any subdivision of this State; or 2. Amounts received, not to exceed $12,500, by persons age 60 or older as pensions from employers, the United States, this State, or any subdivision of this State, or as eligible retirement income.b. For taxable years beginning on or after January 1, 2022  and before January 1, 2025 :1. For persons under age 60, the greater of: A. Amounts received, not to exceed $2,000, as pensions from employers, the United States, this State, or any subdivision of this State; or B. Amounts received, not to exceed $12,500, as a United States military pension.2. For persons age 60 or older, amounts received, not to exceed $12,500, as pensions from employers, the United States, this State, or any subdivision of this State, or as eligible retirement income.c. For taxable years beginning on or after January 1, 2025:1. For persons under age 60, the greater of:A. Amounts received, not to exceed $2,000, as pensions from employers, the United States, this State, or any subdivision of this State; orB. Amounts received, not to exceed $25,000 as a United States military pension.2. For persons age 60 or older, amounts received, not to exceed $25,000, as pensions from employers, the United States, this State, or any subdivision of this State, or as eligible retirement income.c.   d.  For the purposes of this paragraph (b)(3): SYNOPSISThis bill increases the personal income tax pension exclusion from $12,500 to $25,000.Link:  https://legis.delaware.gov/json/BillDetail/GenerateHtmlDocument?legislationId=142071&legislationTypeId=1&docTypeId=2&legislationName=HB108Shannon Lengal 

3
sjrcpa
Forum|Forum|4 months ago
A
AAGLevel 1

Is there any way ProConnect Tax can integrate Form 8689 rather than having to do it manually?New

This form is used when wages from work performed in the US Virgin Islands but the person resides in the US. It would be helpful when preparing tax returns for individuals who live on the US mainland but sometime have to work in the US Virgin Islands.

0
A
Forum|Forum|4 months ago
J
JMS925Level 1

IT-41 Line 6 override not working properlyNew

Fiduciary Lacerte - Indiana module.Line 6 Interest on US Government Obligations reported on federal return Override on Screen 55 not working properly.Mutual Fund reports Direct Federal Income as Dividend Income.  This income is exempt from Indiana tax. Input on Screen 16, Dividend Income, US bonds (nontaxable to state) does not show up on IT-41, Line 6 Interest on US Government Obligations reported on federal return.IT-41, Line 6 jumps to input Screen 55 (Indiana Modifications) Subtractions, Income from US Obligations.  Entered an amount as an override.  Still nothing reported on IT-41 Line 6.Called tech support and after 57 minutes troubleshooting was told it does not recognize override because there's no Interest Income on Line 1 of the federal return.  An override should be an override and the amount entered should show on IT-41, Line 6.I was told if amount was reported as Interest Income it would work properly.  This is NOT a solution!  A tax preparer should not be changing how data is reported on Form 1099 to fit Lacerte's program calculations.  As a preparer I take responsibility for any and all overrides.  I should not have to manipulate data to get the correct answer!Please correct what appears to be a programming error.  If an amount is input as an override, the program should use that amount regardless of the programmed calculation for that line item. 

0
J
Forum|Forum|4 months ago
L
LindaZLevel 2

Delay in processing state returnNew

It appears that Delaware is having a delay in accepting individual returns. It is not ProSeries' fault but it would be advantageous if you put an alert up, informing people of this issue. I would not be surprised if other states were having the same issue.

1
S
Forum|Forum|4 months ago
D
Doc SavageLevel 1

Print a PDF of the questions and answers from the tax organizers.New

Currently, you can export a PDF of a blank organizer or a CSV file of the questions and answers.  I feel a PDF of the questions and answers would be more readable and a better source document to save.

0
D
Forum|Forum|4 months ago
D
DanMLevel 1

Add Automatic Carryforward tracking for Rhode Island 529 ContributionsNew

I would like to request an enhancement to Lacerte regarding the handling of Rhode Island (RI) 529 CollegeBound contributions.Rhode Island allows taxpayers to deduct up to $500 (Single) / $1,000 (MFJ) per year for 529 contributions, with unlimited carryforward of excess contributions to future years. This creates an ongoing state-level carryforward that should be tracked and applied annually.Currently in Lacerte:Contributions can be entered on Screen 51 (State Modifications)The annual deduction limit is applied correctlyHowever, there is no clear mechanism to track or carry forward unused contributionsAs a result, practitioners must:Manually track excess contributions outside of Lacerte (e.g., spreadsheets)Recalculate remaining carryforward each yearRe-enter or adjust amounts without system supportThis creates unnecessary risk of error and inconsistency, especially for long-term clients making large or recurring contributions.Notably, ProSeries and other tax software platforms already support this carryforward functionality for Rhode Island, including tracking and automatic application in subsequent years.Suggested Enhancement:Add a Rhode Island 529 contribution carryforward fieldAutomatically calculate unused contributions each yearProforma the carryforward to the following tax yearApply the annual deduction limit while reducing the carryforward balanceProvide visibility (worksheet or diagnostic) showing:Current-year contributionDeduction takenRemaining carryforwardWhy this matters:Aligns Lacerte with Rhode Island tax lawBrings parity with other Intuit products (ProSeries)Reduces manual tracking and potential errorsImproves efficiency and accuracy for tax professionalsThank you for considering this enhancement. This would significantly improve the usability of Lacerte for RI-based practitioners and clients utilizing 529 plans as part of their planning strategy.

0
D
Forum|Forum|4 months ago
A
ahelmsLevel 1

Ability to split accounts on direct withdrawlsNew

You are able to split refund payments, why can we not split automatic withdrawal payments.  You can split them going onto the IRS Website, but not in Lacerte.  This would be a benefit for businesses and personal returns.  Just something to consider.

0
A
Forum|Forum|4 months ago
C
CanyonALevel 1

NRA on Proseries ProfessionalNew

MFS is pretty common these days and for spouses that do not have a SSN or ITIN because they are non resident alien and do not live in the US, there should be an option for the system to input NRA and not showing red. As of 2025 tax season, that is not feasible. This is not good

0
C
Forum|Forum|4 months ago
S
spalazzoLevel 2

Referral Business CaptureNew

Be nice to have the ability to key in a referred person so we can thank or compensate our clients based on the information captured.

2
Accountant-Man
Forum|Forum|4 months ago
S
strongsilenceLevel 10

1041 - 2% deductions flow to state retNew

Some states do not conform to the TCJA.On a 1040 the 2% itemized deductions flow to the State return because the input forms are created to do that.On a 1041, the 2% deductions do not flow automatically. Instead, a box must be checked. (Form 32) #1. A diagnostic to remind the preparer to check for 2% deductions would be VERY helpful.  #2 Suggest setting up a 1041 in a similar fashion to the 1040.  A separate input form for 2% deductions#3. Or use AI to assist the preparer in recognizing this situation. My hope is that AI become likes a reviewer with insights such as "I noticed that you are doing a CA 541.  Remember that CA does not conform to the TCJA. Here are some areas you should review."(AI is used in the ITA so I hope it to be implemented soon in LC.)

0
S
Forum|Forum|4 months ago
S
SholomLevel 1

Total balance or refund dueNew

Please show the total balance or refund due on the top right corner of the screen.  You have that in ProSerious, so it should be easy to implement in Lacerte.

5
S
Forum|Forum|4 months ago
S
SmallTaxFirmLevel 2

bring back the 1099-B WorksheetNew

PLEASE BRING BACK THE 1099-B WORKSHEET.  THE NEW FORMAT IS TERRIBLE.  IT'S INEFFICIENT, KLUTZY, AND IRRITATING.  IF YOU ASKED ME RIGHT NOW IF I WOULD RECOMMEND PROSERIES, I WOULD GIVE A RESOUNDING NO!!!!

5
F
Forum|Forum|4 months ago
G
gsa11Level 3

Forms in Use list for Employer Stock Worksheet needs to be ordered sensiblyNew

When recording employer stock transactions, both the Emp Stock Wks and Capital g/l adj pages are produced for each sale transaction.  Each Capital g/l adj page names itself (or you can) with "[# shares] [Company name]".  However, the Emp Stock Wks does not do this.  All Emp Stock Wks look identical on the Forms in Use list.  The Emp Stock Wks pages are ALSO in a different yet random order from the Capital g/l adj pages, which they are linked to.  See first photo below for illustration.Now, looking at the attached photo, please tell me the quickest way to find the Emp Stock Wks that you need to access without having to click on the Capital g/l adj page followed by scrolling half way down that page so that you can click the QuickZoom button that links to it.  Oh, right, the only other way is to click on each individual Emp Stock Wks until you find the correct one.I propose to the ProSeries team that each Emp Stock Wks should be listed directly below that Capital g/l adj page that it is linked to.  It's an easy fix that would save us preparers lots of time.  See second photo for example I did in excel.   

0
G
Forum|Forum|4 months ago
F
FidelMor28Level 1

birthyear validationsNew

I like some software enhancement on birth year validation. I was working on my daughter tax returns and wrongly entered her birth year as 1900 (125 years old) instead of 1990 (35 years old). The error validation features of intuit ProSeries Basic did not catch the error. I was able to transmit her return but good that IRS caught it and rejected the returns. Imagine the disappointment! Thanks.

2
Taxprohere
Forum|Forum|4 months ago
S
spalazzoLevel 2

Form 2555 Employer Information auto populateNew

Link employer information in the wage section to the employer information in the general information section.  Time saver.

0
S
Forum|Forum|4 months ago
R
RANJC143Level 1

1041 estateNew

need form 1099R with computation to be added know idea how to get paid taxes back

3
Accountant-Man
Forum|Forum|4 months ago
T
taxmanjcsLevel 2

short term rental on K-1New

Short term rentals loophole tests:1. Spend 100 hours and more than anyone else2. The property needs to be renter for an average of 7 days or less during the year Meeting this criteria, the rental losses are changed from passive to non-passive. The software does not have a box to check on the K-1 input for partnerships to change the nature of the losses from passive to non-passive.

4
T
Forum|Forum|4 months ago
R
robertritaccoLevel 1

I would like Proseries to add a Form PTW to Rhode Island 1040New

I would like Proseries to add a Form PTW to Rhode Island 1040

0
R
Forum|Forum|4 months ago

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