Lacerte Tax

A return has been compromised and must file on paper. Where in Lacerte do I enter why the return is not being e-filed ?

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How do I delete a dependent who is no longer a dependent?  My Lacerte account No. is 47932.email address is [email address removed] .

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my return keeps locking up when I try to open a dialogue box to enter an explanation. What do I do?

I updated recently - and now I cannot access the program - continual messages to reboot.

A client's 1040 return was complete. The preparer exited the file then I opened it to send the 8879 and all the information is gone. Any suggestions

A client has a 529 plan that his mother set up. He is the beneficiary of the plan.  He decided not to go to school and closed out the account and took a distribution of the total amount. How is this reported on Lacerte ? How is the distribution reported? My understanding is that the earnings are taxable and that there are Federal & State penalties. How does Lacerte generate those forms?

Lacerte miscalculating state underestimated tax penalty as of June 18 2020 update. Anyone else having issues with this?Earlier version calculated $8 penalty.  Current version calculates it as $285.  The $8 was correct.Another return with an overpayment and not under withheld calculates penalty.   

How do I input W-2 Statutory Employee so it doesn't end up on both line 1 of Form 1040 and  also as income on Scedule C?

I prepared a form 1040-SR for a married couple where the taxpayer died in 2019 and we have an executor named to sign for him, his spouse is still alive and the optimal filing status is married filing joint. I am unable to get the efile forms both fed and state to read properly. The spouses signature line on the federal and state efile forms shows up with "filing as surviving spouse" and the same for the signature box on the tax return the name which should be blank shows "filing as surviving spouse". So far the only way to get it blank is to take out the date of death for the taxpayer which then removes the date of death from the top of the 1040-SR.  I'm at my wits end and the Lacerte helpline has been completely useless. Is there anyway to have both the date of death of the taxpayer on top of the return where it belongs and the signature box not to show the spouses name as "filing as surviving spouse" ?   surivign the signature box on the return the singature

I have a taxpayer that received a 1099R for a roth distribution that was properly repaid, but is reflected as a rollover contribution on the 5498.  What is the best way to reflect this transaction in Lacerte?

I am confused by the IRS instructions for definition of a single individual. It states if you are legally separated under your state law under a decree of divorce or separate maintenance. But then it says if the divorce is not final as of the end of 2019 you cannot check single. The two statements seem to contradict each other. In the past I always used single as the filing status rather than married filing separately if the couple was legally separated. I even used the IRS interactive filing status tool and it came up as single. It seems it all comes down too the definition of legally separated. Any advice?

I am trying to amend 2018 to include form 8911 ( Ev charging station) - it is not calculating

Our firm is having issues with filling 2017 & 2018 tax returns. We have been on hold with Lacerate day after day with no answer. Our current version on 2018 lacerate software is 40.054 with no new updates. This has been an issue for over 3 weeks. Asking for some help on this ASAP. 

I am preparing both partner's tax returns but did not want to pay Lacerte for three REP access fees if there is a simplier way to prepare the RDP's tax forms.

I'm on hold with the Lacerte rep and she insists there should be a source box on Screen 14.1 to allow me to indicate that it's only taxable on the Calif return but I only have three input boxes: alimony received, date of agreement & non-taxable pre-2019 agreement.I've checked other non-California clients and some have input for state and source but some don't. 

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What a disappointment Lacerte has become. After using them for 30 years I'm actually going to switch despite having to learn a new program. Yesterday the call-back wait was five hours. Today there's a 90 minute wait time with no call-back option.The prices keep going up, the quality of the phone reps continues to degrade and it's just not worth it anymore. Whenever the opportunity presents itself I try to dissuade tax preparers from even considering Lacerte.  

 Our 2019 Lacerte dashboards keep resetting.  We lose all of our listed clients.  Then I have to go back in and set it back to where it was originally set.  Anyone else experiencing this? 

I have only a couple of returns and the clients want them paper filed how do I turn off the electronic filing features I have looked in all the wrong places.  It used be you had a choice to electronically filed no its the reverse.  Thanks.