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3566 Ideas

M
MattGLevel 3

Update client letter to show IRS direct pay optionNew

As the IRS modernizes taxpayer accounts and provides options to make payments directly at the IRS website, I would like to have Lacerte's letter for making these payments include this as an option instead of mailing a check to the IRS (or state) for balances owed. The optional payment via credit card has a phone number, which is ok for clients without access to computers or mobile phones with internet access, but that is getting to be fewer and fewer.The result of this change would be a paragraph instructing the client to go to irs.gov/directpay to make a payment there. Thank you.

0
M
Forum|Forum|1 year ago
C
CPA2025Level 2

Cash Liquidation DistributionNew

I have a client who had 1099-DIV with Box 9 filled, labeled - Cash Liquidation Distribution. Went up to Schedule B to bring up the 1099-DIV form (both simple and detailed) and to my surprise there was not a column for Cash Liquidation Distribution. Can this be fixed asap? The workaround for anyone having the issue was to ask the taxpayer if that was return of capital (in that case it's nontaxable, LTCG or STCG], Depending on their answer you either file Schedule D / 8949, or exclude it altogether. 

3
BobKamman
Forum|Forum|1 year ago
mjpayne55
mjpayne55Level 2

Prep for Taxes tutorialNew

Would love a step-by-step tutorial with real examples showing how to navigate the Prep for Taxes function for business returns. Almost every firm I know using PTO still exports the data to Excel, makes adjustments there, then manually enters it into the tax return.

0
mjpayne55
Forum|Forum|1 year ago
G
girlcpaLevel 3

Releasing Form 3800 on timeNew

This form is used by a lot of farmers - whose tax return is due March 1st.  UltraTax has had this form out a while and even Drake will have this form done before Lacerte.  The IRS released this form in December.  For both tax year 2023 and 2024 Lacerte has made me do all my farmers the last two days before the due date.  This makes my firm look bad.  This makes me question why Lacerte feels they are a premier software and charge accordingly.  I have called several times.  I would like a real answer back.  I have posted my concern on the Iowa Society blog so that ALL the CPA's in Iowa can be aware of the issue and try to assist me somehow. Christina Drahos

0
G
Forum|Forum|1 year ago
P
parvitstaxLevel 6

CA LLC Information Worksheet Balance Due PromptNew

The annual filing fee of $800 for CA LLC does not prompt a response for payment. I should have to answer yes / no (most people want to pay with the return). 

0
P
Forum|Forum|1 year ago
S
strongsilenceLevel 10

CA NOL used up but 3805V still presentNew

Admission that I don't know the specific rules about CA eligible small businesses (ESB).Preparing 2024 individual tax return.  The ESB NOL from 2021 was used up in 2022, evidenced by 0 in Col H of Part III.  I don't think it should appear for 2023.  It is still here in the 2024 Form 540.  Why?  I think Form 15.011 might need a fix.  Maybe a Delete Next Year button?

0
S
Forum|Forum|1 year ago
C
CormacnelLevel 2

Oregon PTE Efile All at OnceNew

 When filing an Oregon PTE for a business I have to all of my returns and then Unlock the return to e-file the Oregon PTE separately.  While I have been told by customer service this is upon advice from the state however with other software this is filed separately on the backend so I just efile once. Please make it so that the Oregon PTE is efiled separate on the backend and doesn't require efiling 2x for on the user end.  

0
C
Forum|Forum|1 year ago
T
TrustFBO1041Level 2

Tax Bracket Worksheet for 1041New

Lacerte 1040's have a Tax Bracket Worksheet dedicaed for detailing a breakdown of the tax calculated.  I would love to see this same worksheet implemented in the 1041 program.  Can that be done? 

0
T
Forum|Forum|1 year ago
M
Mohammad JubeiliLevel 1

In Screen 52, OSTC add a line for all non-resident income from various states instead of listing each state for Massachusetts OSTCNew

Other State or Jurisdiction should be able to be all states.

0
M
Forum|Forum|1 year ago
T
taxguy4Level 3

Corporate formsNew

Why are the forms still not available?  For example, IRS Form 3600 for tax credits

0
T
Forum|Forum|1 year ago
B
bethsvenLevel 3

Exporting Data from Individual to Gift Tax ModuleNew

A suggestion for the future:  Provide a way to export data from the individual module to the gift tax module.

0
B
Forum|Forum|1 year ago
A
ashish shahLevel 1

704 c for CaliforniaNew

Need to enter partner's share of net unrecognized IRC Section 704(c) gain or (loss) Sch K-1(565) line K. Did not find any override to enter this amount for California. There is an override to enter for Federal under screen 22 but did not find for California. If anyone can suggest for the update. Thank you.

0
A
Forum|Forum|1 year ago
H
hrrisoncpaLevel 3

Estimated Tax WorksheetsNew

For the 2024 program, why is it taking so long to provide ES Tax Worksheets?

0
H
Forum|Forum|1 year ago
B
BarrydLevel 2

2024 Lacerte Individual Tax program: Client letter contains an incorrect HSA contribution amountNew

In the Forms view, the client letter states that the spouse's HSA deductible contribution is $1326.  But then goes on to say that $1325 [not $1326!] must be deposited into her account by April 15th.  This 2024 Lacerte program glitch must be corrected ASAP!

8
abctax55
Forum|Forum|1 year ago
A
AM1Level 2

NYS Form IT-661New

NYS Form IT-661 is a new form and Lacerte does not have the form available.  The credit can be entered on the Partnership/LLC module and the form uploaded as a pdf.  However, the individual module does not have a place to enter the refundable credit amount.  This refundable credit needs to be added to the individual module ASAP!

0
A
Forum|Forum|1 year ago
S
Susan at Widmer TaxLevel 1

Spousal IRA rollover entryNew

I have an issue with a 1099-R from Merrill Lynch. The taxpayer passed and Merrill Lynch rolled his traditional IRA into his wife's traditional IRA, spousal IRA rollover. The issue is the 1099-R issued has the full amount of the rollover in box 1 and box 2a with a distribution code 4. How do I enter the 1099-R so that the rollover amount is not taxed. Merrill Lynch states the 1099-R is issued correctly and spousal rollovers do not have a code G in box 7, but the Lacerte program fully taxes the amount in box 1 with only a code 4. Thank you

0
S
Forum|Forum|1 year ago
H
housecallstaxLevel 2

Indiana IT-2210New

There appears to have been a similar post made in October, 2021, requesting a fix of the following issue: The Indiana Penalties screen for estimated tax underpayment related to Form IT-2210 allows no way in the input screen at Screen 8 of the Individual program to force figures into the form.The three quarterly entry spaces for the Indiana Annualized Installment Method are inoperable.  If, for example, a taxpayer receives a $100,000 retirement plan distribution in the 4th quarter, there is no way to indicate to Indiana that it was a 4th quarter distribution for which the taxpayer should not be penalized for not having made estimated tax payments in the first three quarters.If "-1" is filled in for the first three quarters on the input screen, there is no effect on the form.  This is a crucial matter that makes hundreds of dollars difference in penalties for Indiana taxpayers.  This necessary fix appears to be very delayed since being identified in October, 2021.  A tech representative spoke with me about this continuing problem on February 9, 2025.

0
H
Forum|Forum|1 year ago
A
AM1Level 2

NYS Form IT-661 availability for individuals and businessesNew

Does anyone know when NYS Form IT-661, Farm Employer Overtime Credit, will be available in Lacerte?  This is a form that requires a lot of information and has to be filed with the returns but is not available on Lacerte yet.  

0
A
Forum|Forum|1 year ago
T
TJFCPALevel 2

Idea Exchange - SearchNew

Wouldn't it be nice to search on Idea Exchange for other users post on similar issues.   Only way currently to search for suggestions is by scrolling.   so for this suggestion and others they will languish on page 4xx - of Idea Exchange - likely never reaching any critical mass to actually be considered by programing.

0
T
Forum|Forum|1 year ago
T
TJFCPALevel 2

Permanent delete Intuit Link ClientsNew

Intuit Link rolls over prior year clients even if you have not used the Link for years.   Clients remain active and some have received invite emails for 2024 year.  The only option is to make inactive but leaves the clients data on the web as inactive - I don't need that exposure. 

0
T
Forum|Forum|1 year ago
Frosti
FrostiLevel 2

1099 Misc/NEC transfer to Schedule CDiscussion ongoing

When 1099s are entered, they do not transfer to a schedule. Please make the ability for entered 1099s to link to a schedule C or F

19
George4Tacks
Forum|Forum|1 year ago
M
MykMillerLevel 3

K-120 calculation errorNew

Last year the K-120 was incorrectly figuring the penalty.  I talked to several people and they had no idea what I was telling them.  This year it is STILL calculating incorrectly and I have to override it.  Please give me someone that I can talk to that actually understands how to calculate.

2
IRonMaN
Forum|Forum|1 year ago
A
Abhay BhargavaLevel 3

TN Franchise & Excise Tax Return - FAE170 - Schedule INew

Schedule I is a new schedule in the TN Forms FAE170 and FAE174 return packages beginning with the 12/31/2024 tax year.  TN DOR has updated its Franchise and Excise Tax Manual (Dec. 2024) and Chapter 5 includes guidance (beginning on pg. 106), including filing FAQs, about the new Schedule I for Form FAE170. Very clearly it states that a disregarded entity should be included in Schedule I.  If filing entity is partnership with 2 or more partners OR a Sub Chapter S Corp, Proseries is still populating Schedule I.  This is a GROSS error on part of Proseries.  Spent an hour and 45 mins with - Ms. Mikaila.  She is wonderful support and went thru every single screen we can see if populated incorrectly that is causing this Schedule I to be incorrect but all was correct.  She looked at the investigations and said proseries says it's working as designed.  However, I say firmly that DESIGN IS WRONG. Schedule I should ONLY be populated if reporting entry is or one of it's subsidiary is disregarded entity.  If that is not the case then Schedule I should be blank. I urge Proseries to fix it asap as TN Society CPA forum has others who are talking Proseries being WRONG. Please call me with questions.  

5
dd4vols
Forum|Forum|1 year ago
A
ashokcpaLevel 1

PROSERIES FIXED ASSETS UPDATENew

There is a problem with correct calculation on 2023 assets for vehicles. It is showing zero for 2024 depreciation, only ones with bonus depreciation like luxury cars.Proseries help line did not help. Request update for Fixed Assets just like Proseries software.

2
T
Forum|Forum|1 year ago
W
Wepio50Level 2

Wages That are not W2 But Must Be Entered On Line 1 Of 1040New

Please add a way to input UN Statement of Taxable Earnings into line 1 of 1040, I used to do that on Drake previously. And the wages automatically flow to 1040 line 1.Some UN workers don't receive W2s but instead receive a wages summary that must be entered on Line 1 of 1040.Thank you, Wepio50

9
BobKamman
Forum|Forum|1 year ago

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