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3567 Ideas

R
rbarmacheLevel 2

Form 8997 - Qualified Opportunity Zone FundNew

As a 20+ year user of Lacerte, I am extremely disappointed in the programming for the Statement of Qualified Opportunity Zone Fund (From 8997).  In the year of investment, you enter all investments in Part II.  OK.  The problem is that this does not complete Part IV which is the same exact information needed for QOF at Year End.  Instead, you have to enter the exact same information again choosing Part VI in the first input.  I was completely unaware of this which caused this form to be completed incorrectly on the returns I filed last year.My even more important gripe with Form 8997 is in the subsequent year filings.  The instructions require this Form to be completed every year these investments are held, which is typically 10 years for most people!  For this reason, this form should proforma each year allowing us to use check boxes to indicate any changes.  IT DOES NOT, AND LACERTE HAS NO PLANS TO DO THIS AS OF MY CALL WITH THEM TODAY.  Additionally, there are ZERO diagnostics to even alert us to make sure this form is completed so the taxpayer does not get their entire deferral disallowed by the IRS.  This is a MASSIVE oversight on Lacerte's part in my opinion.  They do it right with the CA Form 3840 when we have to report the 1031 exchange deferrals every year until the properties are sold triggering CA tax, but for some reason, they completely missed the mark on this Form.Please vote for this since the ramifications for our clients can be disastrous if we get it wrong.

1
J
Forum|Forum|3 years ago
S
sueyeLevel 1

Can you create a Family Link feature in ProSeries for Form 8615, just like Lacerte?New

Can you please create a Family Link feature in ProSeries for Form 8615, just like in Lacerte?We have an increasing number of children having to file a Form 8615 because the brokerage trades their stocks involuntarily.Lacerte automatically links the family member information, so that if one number changed on the parent or siblings' return, the affected Form 8615 will be automatically updated.It's very costly to do pay-by-return on Lacerte while we had already paid the full price for ProSeries.Thank you! 

0
S
Forum|Forum|3 years ago
N
nicole2Level 1

Return Efiled field DateNew

Have the Return Efiled field on the Client status report populate automatically when return is efiled and add field option for Custom Views

0
N
Forum|Forum|3 years ago
U
unhappycustomerLevel 1

Form 706New

The form 706 does not calculate the Residue correctly.  It does not deduct the specific gifts made to others prior to calculating the residue.  Why not?

0
U
Forum|Forum|3 years ago
G
gamerdingerLevel 1

Tax calculation in tax plannerNew

I am doing a projection in the tax planner.  I have a client with qualified dividends and long term capital gains that is more than taxable income.  As a result, the full amount of the taxable income should be taxed at preferential rates.  I should be able to take the taxable income and subtract the amount of income taxed at 0% and then the remainder should be taxed at 15%.  This is not what the planner is doing.  I talked to a very helpful person at support and they are not able to determine how the planner is calculating tax but it is not doing the correct tax based on preferential income.  I then did the calculation in the 1040 software and come up with the correct tax which makes me think the tax calculation in the planner is wrong.  It looks like having Schedule C income with the qualified dividends and long term capital gain is causing an error in the calculation.  

0
G
Forum|Forum|3 years ago
C
ctaxsurgeonLevel 1

organizer appointment info not printing on organizerNew

appointment information won't print on the organizer even having it checked on settings

0
C
Forum|Forum|3 years ago
W
Work smarter not harderLevel 2

verifying dataDiscussion ongoing

To help with verifying the data in the returns, could you please provide us with GREEN checkmarks on each line of the forms beside the amounts so that we know we have already checked those items.  Drake does it and it is a major time saver!

4
W
Forum|Forum|3 years ago
L
lhellerLevel 1

Form 706Discussion ongoing

1.  The continuation page for Part 4, Line 5 has the heading "Additional information from your 2021 Federal Corporation Tax Return."   This is clearly an error since the form is the United States Estate Tax Return.  I called a representative, who contacted an agent about the error.  I was informed the agent  doesn't think they will create a product investigation at this point in time since the rest of the information (under that heading) is correct." This is not the first time I have gotten this response to my issues with the Form 706.2. In the last few years I have been unable to put hard returns when filling in the data on the schedules for Form 706.  The data has been cut and pasted from a Word document, but when it is pasted into the Proseries Form 706, the spacing changes and the only way to add spaces is with the space bar (there is no option for a hard return).  The spacing option is not viable because one cannot really see what the page will look like unless you go to the print preview.  Flipping back and forth to get the spacing right on an entry is not a viable option when one has hundreds of entries.  

2
L
Forum|Forum|3 years ago
J
juliLevel 3

F3New

Until recent updates, the F3 key allowed you to query on one field (ie 11 for spouse birth month) and then add additional such as 12 (Dec) for birth month.  Now it removes the selected items for the first F3 search (in this case the 11s) and only shows the 12s.  Also needed for pulling clients with federal & state estimates.  It used to be able to be done in one process, now requires multiple.Also, you used to be able to export without first putting the column criteria in the display client field.  Now you have to change your display to show what it is you are looking for.

0
J
Forum|Forum|3 years ago
J
juliLevel 3

pension local withholdingNew

I'd like there to be a column on the top row on Pensions/IRAs for local withholding as there is on the W-2 input page.  It would also be helpful for local withholding for Unemployment (1099G) 

0
J
Forum|Forum|3 years ago
A
alexandraamartinezLevel 1

Form 5471 Schedule E-1Discussion ongoing

The software is creating an error on Form 5471, Schedule E-1, column (e) Line 6. The error states that this specific line item should tie to Schedule E, Part 1, Section 1, Line 6, Column (m).  However the instructions to Form 5471, Schedule E-1, column e, Line 6 and the actual Form 5471 itself states that Line 6 should equal to Schedule E, Part 1, Section 2, Line 5, Column (i). I also would like to add that we do not have any information on Schedule E, Part 1, Section 2, Line 5, Column (i), as this section does not apply to them (so amount is $0), however the software is not allowing us to proceed with e-filing without inputting the amount the error window references, Schedule E, Part 1, Section 1, Line 6, Column (m). This amount is not correct, additionally because the amount it references is in functional currency and on the instructions to Schedule E-1 it states to enter amounts in US dollars.

1
A
Forum|Forum|3 years ago
V
Vera Level 1

MFS vs MFJ Analysis and 1095ANew

The MFS vs MFJ Analysis does not force 50/50 split of 1095A premiums. Per IRS married taxpayers who filed MFS must equally allocate the policy amounts if the conditions below are met:  -Married as of end of the year -Filing separate return -Was Enrolled in the Same policy. It would be nice to have the warning on the diagnostics screen with the above notification.  Presently the  MFS vs MFJ Analysis is misleading because it allows 1095A to be allocated as 100% to one spouse or another, which is not correct in most cases. (except when someone got divorced). The lack of the warning resulted in us misleading our client in potential tax savings which did not exist.  could you please respond to us [removed]

0
V
Forum|Forum|3 years ago
A
AJ1Level 2

"Tax Folder" slip sheet, "Amended"New

I'd like to suggest an additional "Tax Folder" slip sheet, namely one that indicates a tax return has been "Amended". As we are not able to add new slips sheet ourselves, at the moment, I have to leave Lacerte to utilize a MS word template and it's just a little time consuming... and annoying quite frankly. TIA 😊

0
A
Forum|Forum|3 years ago
J
jeancarLevel 2

Do not print vouchers checkbox in Estimated Tax Worksheet inactiveNew

There are two check boxes in the Estimated Tax Worksheet area of note: Do not calculate estimates and Do not print vouchers.  The way it works now, Do not print vouchers is not active.  You cannot ask the program to Yes calculate estimates but Do not print them.  In the past, this printing check box made a difference.I am requesting the box be made relevant again.  There are times I want to calculate the estimates and go through the effort of making the vouchers reflect the situation today, but choose not to print them.  If I click Do not calculate estimates just to suppress printing, it wipes out the entries in the voucher area.

0
J
Forum|Forum|3 years ago
F
frustrated12547989Level 1

Tax PlannerNew

If you are going to hardcode in a 20k adj to AGI that cant be override, you should say something.The lack of any notice makes one think the software is flawed!!!!!!!!!!!!!!.Thank you for wasting my time calling tech support to find out about your hidden FU

0
F
Forum|Forum|3 years ago
A
AnneRuleLevel 2

NOL Incorrectly Split when Converting from MFJ to MFSNew

QBI NOL's that had been proforma'd into a jointly filed individual return are incorrectly handled when the return is split into two MFS returns. The program appears to not distinguish the source of the loss (i.e., to taxpayer or spouse) even though in this instance the Sch. C that was generating the loss was clearly marked as belonging to the taxpayer and their spouse in the General Information portion of Sc. 16. When the return is split it incorrectly gives each spouse 100% of the NOL. 

0
A
Forum|Forum|3 years ago
J
Joe BrinzoLevel 2

LACERTE DIFFICULTYNew

Diana from Virginia is truly an expert and was quite enjoyable on the phone. What I like best is the ability to dig into a problem, then go as deep as possible to solve it. Diana did/does that!Joe Brinzo61962 

0
J
Forum|Forum|3 years ago
Taxes-by-Rocky
Taxes-by-RockyLevel 7

Re: Force efile of state return "linked" to Federal where Federal must be paper filed. Is it possible. Thanks..New

State e-file methods: standalone vs. piggyback (intuit.com)@intuit:  Please add this to the error check process.  That is, when one attempts to efile a state return and the Federal return has not been efiled or is not set up for efiling.  That way, a preparer will know that the state return cannot be efiled.....despite clearing all error checks as the program is currently designed.  Thank you.

1
Taxes-by-Rocky
Forum|Forum|3 years ago
M
mike1971Level 1

Please add form 656 for federal offer in compromiseDiscussion ongoing

In addition to preparing returns we also do resolution work.  Please add form 656 and form 433a.  The form 656 booklet should be an easy addition and it doesn't change much from year to year.  It also doesn't get efiled so there isn't any integration issues there.

1
M
Forum|Forum|3 years ago
J
JNTLevel 1

Updates Notification EmailsNew

It would be helpful to receive email notifications when Updates are coming out.  We're in a hosted environment, so the IT staff updating doesn't use the program.  We find out that an update is available when one of our staff tries to login, then can't due to pending updates.  We're left to notify our hosting service that an update is needed and the update is not available until the next business day.  So we end up with an entire day of Lacerte downtime firm-wide.  It seems easy enough to send an email blast to users that an update will be available soon so we can schedule accordingly. A popup or other notification in the program is not helpful much of the year.  Only during tax season are we in the software daily.  At other times of the year, we might only have one staff member log in during a given week (if at all), certainly we're not in there daily.

0
J
Forum|Forum|3 years ago
M
mconnorsLevel 1

populate form 3804 for californiaNew

There is no way to populate form 3804 in the Individual module.In order to get the PTE Credit which requires form 3804 from the state of California you have to paper file. This needs to be addressed by Lacerte programmers. I was on the line for over an hour with Lacerte with no success and no admission that it was a problem. That is concerning,

0
M
Forum|Forum|3 years ago
T
taxbiz2511Level 3

Open two returns simultaneouslyDiscussion ongoing

It would be great if we could open more than one return at a time. For instance, an 1120S or a 1065 and a 1040. Going back and forth between the returns allows for mistakes when we are checking the impact of certain tax positions. Even the ability to open two 1040 returns at the same time would be nice- think student and parent. 

6
R
Forum|Forum|3 years ago
E
eddievLevel 1

Wrong amount pulled from Arkansas individual tax returnNew

I had a client owing $9k to Arkansas for income taxes, via the AR TAX PMT form we identified $500 for payment, however the full amount was pulled from the client's bank account.There is no place on the AR information form to identify how much you are willing to pay, you can only click that you want to electronically pay, nowhere on the info page does it say how much you are paying upon submission of the tax return (the IRS info page and the CA state info page has this feature), instead a new form is generated, "AR TAX PMT", where you can ID the amount to be paid... Turns out that form gets ignored as my client woke up to her bank account being depleted.

0
E
Forum|Forum|3 years ago
C
ChicagoCPA312Level 1

Form 1116 Sch BNew

Form 1116 Sch B  should be automatically transmitted with the return without having to create and attach a pdf.  My e-filing was rejected by the IRS because it was not attached as a pdf.  The return passed final review and conversion without warning about this.  

0
C
Forum|Forum|3 years ago
C
ChicagoCPA312Level 1

rejected date not recorded for proof of filingNew

When a return is timely filed before the due date but then rejected and refiled after the due date (within 5 days), it is considered timely filed but there is no report on ProSeries that captures the date of the original filing that was timely.   So I have no proof that it was timely filed.  The e-fling acknowledgement reports only show the date of the corrected filing and not the complete history. Please include the complete history of transmissions so that I have proof of timely filing.

0
C
Forum|Forum|3 years ago

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