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3566 Ideas

H
hedgeslawLevel 4

Form 1040, Sch E Worksheet - Ln 5-19, Col (b) [percentage allocation] not computing for 2024 & 2025 programsNew

In the 2024 and 2025 ProSeries programs, the Form 1040, Sch E Worksheet - Ln 5-19, Col (b) [percentage allocation] is not computing. So, for example, if only 50% of the utilities expense is deductible, I previously  put "50" in the percentage column (b) and the program computed the deductible amount. It no longer computes and the total amount flows to the actual Sch E in total.

0
H
Forum|Forum|4 months ago
T
TAXES-23Level 1

2025 Iowa Estimates for 1120S - efile Acc Letter does not print any info - Ests Acc Letter is mostly blankNew

2025 1120S - IOWA Estimates Acceptance Letter - does not print any information after the ESTs are efiled and accepted. The 1040 module works properly. 1120S does not. 

0
T
Forum|Forum|4 months ago
P
PVcpa8070Level 3

2025 Election for 40% Special DepreciationNew

Lacerte, are you going to give us a checkbox to elect 40% special depreciation.  It's the same election statement as the elective 50% special depreciation that you gave us for 2017.  

0
P
Forum|Forum|4 months ago
S
Sullivan-CPALevel 2

Minister housing allowance against 403b form 1099-RNew

Minister housing allowance is deductible against 403b retirement income reported on form 1099-R. ProConnect has no functionality to allow deductions from 1099-R income for minister housing allowance. Minister housing allowance can be deducted only against 1099-NEC or 1099-MISC income.

0
S
Forum|Forum|4 months ago
C
clmbrownLevel 1

Please remove embedded advertisementsNew

Lacerte -- Can you please remove the embedded advertisements?  If I want to buy hosting or esignatures or whatever, I will do so.  Meanwhile, I have paid a lot of money for your software and have no time to waste during tax season dealing with your incessant advertisements.  Hve some respect for your customers, please. Cynthia [Removed by Moderator] [Email Removed by Moderator]

0
C
Forum|Forum|4 months ago
S
slslLevel 1

partnership special allocation input sheetsNew

Starting about 3 years ago, partnership input sheet form 29 page 1 and 2 stop printing when it was selected to print for a specific client. We use this manual input sheet to manually allocate special allocations by partner where a staff member will do the actual inputting at a later date. Now the only way to print these 2 input sheets is to force print them under general input sheet printing rather then specific client input sheet printing. this would seem like a pretty easy fix, but i have requested this several times over the past 3 years.

0
S
Forum|Forum|4 months ago
B
bstrandLevel 2

CA Form 540 - Schedule DNew

The new CA Schedule D states on the form: "Do not  complete this form if all of your California gains (losses) are the same as your federal gains (losses)."  However, the form is being generated regardless of whether there are differences in the gains/losses or not.  Please update the software to prevent the form from being generated when it is not required.  It simply "clutters up "our copy and the client's copy of the return.  

0
B
Forum|Forum|4 months ago
B
bstrandLevel 2

Form 709 - Gift tax returns e-filingNew

The IRS website states that Form 709 can be efiled for tax year 2025.  However, we have been told by Lacerte rep that LC does not currently support the efile for Form 709, and that MAYBE it will be available later this summer.  Very disappointing that this national tax software is not trying to provide the best possible service.  

0
B
Forum|Forum|4 months ago
B
bstrandLevel 2

Form 541New

It is now Feb. 14, the FTB Form 541 form and instructions are final.  When will LC have final forms???

0
B
Forum|Forum|4 months ago
S
sgfLevel 1

Finalize the instructions to Form 4562 for TY2025New

The form 4562 has been approved a while ago and we are still waiting for the instructions.  Why is it taking so long.  I was told by Intuit it usually takes 10 days after.  It's 2/14/26 We are still waiting....

1
IRonMaN
Forum|Forum|4 months ago
T
tommyluu102Level 1

Rejected Efile with missing the ObamaCare Form 1095-ANew

Rejected Efile with missing the ObamaCare Form 1095-A I called Intuit for help on this "Rejected Efile with missing the ObamaCare Form 1095-A" and spoke to a Rep. names Alexis, she taught me to: (1). Print-out an ACA Explanation form, and (2). Name it as "ACA Explanation"; then (3). Attached it into the Efile Menu drop-down menu; with (4). Selected the "ACA Explanation" from the drop-down menu; and then (5). Re-run the Federal Final Review button before electronically efile it again!! Thanks to Alexis, she's awesome!! 🙂

1
sjrcpa
Forum|Forum|4 months ago
S
smckelveycpaLevel 1

Updates aren't being pushed through for Lacerte 2025New

I have had several returns that were rejected when I tried to e-file them because I received a message that there was an update. The Background update feature is enabled but the updates aren't pushing through. I have to run the initial WebSetup.exe file to get the updates to push through.I am able to receive updates for Lacerte 2024 but not Lacerte 2025. Any ideas?

0
S
Forum|Forum|4 months ago
T
Taxman605Level 2

Client Invoice-Autofill Firm & Client Name & AddressNew

The Firm & Client Name & Address fields should be auto filled on the Client Invoice.

1
A
Forum|Forum|4 months ago
P
pedrolorsonLevel 1

How can clients be notified when the DC individual tax instructions will be finalzed?New

No text available

1
sjrcpa
Forum|Forum|4 months ago
K
kwperryLevel 3

Excel Presentation Deductions from Schedule 1-A formulaNew

The 2025 ProSeries Two-Year Comparison has a row for the new “Deductions from Schedule 1-A” but the current version of Excel Presentation does not display the “Deductions from Schedule 1-A” in the 2-year comparison data.  Is there formula code that I can add to the Excel Workbook to display the “Deductions from Schedule 1-A”?  For example, the formula for the CY Qualified Business Income Deduction is  =cy_qual_bus_inc_deduct.    

0
K
Forum|Forum|4 months ago
B
bjnatheLevel 1

new format for entering 1099-b infoNew

The 2025 format for entering 1099-B Info (Asset Sales Worksheet) is ridiculous. The prior years' format seemed to follow the format of most 1099-Bs received (asset name, sales date, acquisition date, proceeds, cost). This new format makes you jump back and forth on the original document if you're tabbing through the fields on the Asset Sales screen, or you have to keep using the mouse and repositioning on the input screen if you're following the format on the 1099-B resulting in too many chances for error. Go back to the original format

6
E
Forum|Forum|4 months ago
J
juliewebbLevel 1

Page numbers on engagement lettersNew

I want default page numbers on the engagement letters in Lacerte.

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

Form 1065 - partner basis worksheet option to include in the K-1 printing package.New

If a partnership chooses to track partner basis at the partnership level, Lacerte can generate the worksheet, but it's not included in the K-1 printing package.  If you were to deliver that as one pdf, you would have to manually print each worksheet in form view for each partner and manually insert those into each partner K-1 pdf.  Please give us the option to include that in the printing of the K-1.  Why else would you track at the partnership level if you weren't going to give it to the partner?  

1
T
Forum|Forum|4 months ago
S
SBALevel 1

masking dob on organizersNew

We have gotten a request that we have the option to mask DOB's on organizers just like social security #'s.  Please add this to the options for the 2026 tax season.

0
S
Forum|Forum|4 months ago
S
steven11_2Level 5

Lacerte Single Sign On (SSO)Implemented

Frequently our Tax Professionals need to access multiple years of Lacerte, generally for the same client.  It makes no sense for a user, who is already signed in, to need to sign in multiple times on the same machine to access other versions of the program.I would like to see Single Sign On applied to Lacerte Login access across all versions of Lacerte that require credentials (2016 and up I believe) and that the time out period should be based upon the last use of any open version.

19
Q
Forum|Forum|4 months ago
Q
qtp-claytonLevel 2

Print state K1's with client copy of fiduciary returnNew

I would like for Lacerte to have a print option to be able to include the state K1's with the client copy of the tax return. I've been looking, and I just don't think there's an option to print the state K1s with the state return. I understand I can print an entire K1 package and include it that way, but that seems redundant to me. I manually print them to include in the tax return, but would like to be able to just add it to my print settings.Note: I'm experiencing this with the ND fiduciary return. I don't have any 1041's in other states, so it is possible it's only a ND issue.  

0
Q
Forum|Forum|4 months ago
B
BeemMeUp88Level 1

Federal auto attach to the State of ArkansasNew

I'm getting an e-file error indicating that I have to manually attach a copy of the federal return to the Arkansas AR1100PET? Tech support confirmed this was what I had to do to clear the error. Is it not possible to automatically attach the federal return to the AR1100 PET return like of types of returns?

0
B
Forum|Forum|4 months ago
C
CartmellCPA1Level 1

Promise dateNew

There is an option in client info to use "Promise Date" to use for when you told the client it would be done or are we extending. There is no column option or report option for that information. It would be nice to be able to have a column to see what needs to be worked by Promise date. At this point, its a random piece of information in the client information that can only be accessed while in the client file. 

0
C
Forum|Forum|4 months ago
Chessie
ChessieLevel 4

Hidden worksheet computing SE health insurance premium deduction miscalculating when have Exchange insurance, a small repaymnet of adv PTC, and supplemental vision & dental premiumsNew

ProSeries has a hidden worksheet as the go-between between  Form 8962, Part II repayment of excess PTC and Form 7206 SE Health Insurance Deduction.  At the bottom of Form 7206 there is a statement "A self-employed health insurance adjustment of $____ from premiums paid through an exchange is included as an adjustment to income but does not appear on these worksheets."I want to have access to that hidden worksheet and see that computation because it appears to be wrong! Here's an example.  If Sch C has say $40K net for 12 months activity. Form 1095-A Part II Column A minus Column C is $3,300 premiums paid while Form 8962 shows a repayment of excess advanced PTC of $750.  Also the taxpayer paid an additional $320 in premiums for vision & dental.  The self-employed health deduction on Schedule 1 line 17 should be $4,370  ($3,300 + $750 + $320).However, that worksheet is instead reporting a lower amount on Schedule 1 line 17 and throwing the balance on Schedule A medical when there is clearly sufficient Schedule C income and no losses from any other source.I tested this at length with a Schedule C and self-employed health premiums.  If I only have Exchange insurance with repayment of excess adv PTC, it computes correctly.  If I only have non-exchange premiums, it computes correctly.  But a combination of exchange premiums plus repayment of excess adv PTC plus non-exchange premiums results in an error.I also would like ProSeries coders to re-visit the computation on that worksheet because it should deduct the entire amount.

2
Chessie
Forum|Forum|4 months ago
E
Erica001Level 1

Form 1040-ES mailing address is incorrectNew

For 2026 federal estimated tax vouchers, Form 1040-ES, will Lacerte correct the mailing address listed on the vouchers? Per IRS website, the mailing address for California residents is Charlotte, NC, not Cincinnati, OH. 

0
E
Forum|Forum|4 months ago

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