Lacerte Tax

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I have a client that received a 2018 Form 5498 in May 2019.  So far they still have not received a 2019 Form 5498. The client filed their taxes in March 2019 which did not include the contributions for 2018. Can I claim the amount they contributed in 2018 and where would I input this information?

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Receiving the "Exception occurred during EF batching client. Problem occurred executing EF submission. A task was canceled."My attachment is only 1100 kb! I also tried deleing the EF and  'renaming' the attachment to a much shorter description as someone else suggested. Cleared EF, rebooted, etc etc etc. STILL NOT transmitting! I have much larger attachments for other clients to transmit, than this tiny thing!HELP!?!?!?!?!

Program does not have bar code on estimated payment vouchers

I am trying to electronically file an 2018 LaCerte return, however, I get an error diagnostic saying that the C and E forms aren't ready.  I reloaded the software today and still no change.

I have a client that is a full time college student that worked part time for a Day Care and the employer paid her on a 1099.  I input as misc income and the IRS wants a Schedule SE and I have read the instructions etc and I do not know how to handle.  Can you force a Schedule SE in Lacerte and if so How?  IRS Letter said to complete Schedule SE.  The amount on 1099 was $5,746 and was on Schedule 1 and she had investment income and W2 income. 

As of today, when we try to print to PDF from the individual tax module, we get the error, "Exception occurred in the tax engine." and only partial PDFs are produced for client and preparer copies. Any solutions to this problem? We only get the error in the individual module with the other modules printing to PDF without the error.

I need to know where I enter the banking information for Illinois Partnership with replacement tax due.  Client would like this to pull from bank account as I am e-filing.  I have found the "debit authorization" in the software, but I have not found where to enter the banking information -- maybe I have looked at the software too long.I am new to Lacerte; however, my old software has allowed this for years.  So I cannot think that Lacerte would not allow this.  Also my clients are accustomed to my doing this while I prepare their return.  We do not have access to the client's My Tax Illinois account -- so we use this method of paying.  Lacerte has a Illinois publication as a resource, but I am not interested in going to the Illinois site and redoing this return and sending from Illinois site -- then there is not a need for the Lacerte program, if I am using the Illinois site.I am hopeful that I am just tired and someone will say -- go to #5.. and enter it

Anyone have any idea why a client who has a Schedule C is listed as "No" in a custom filter/database report that is supposed to identify clients with Schedule C?!Alternatively, does anyone have a RELIABLE way to identify all Schedule C clients?

I am getting Error while updating tax services data and so I have tried to follow instructions and made a copy of my data, cleaned out all the URN information and then went looking for 19CLPACK.EXE.   It is not on my computer (single user set up).I am thinking the FDATA must be corrupt but I have no way that I can see to repair the database.Can anybody out there help with why I am getting the error and why I do not have access to download 19CLPACK.EXE?Thank you. 

Distribution from a Roth IRA before age 591/2 for medical expenses due to the birth of a child.   How do I show that on the return or how do I show that the amount taken was from the original contributions to the IRA and not from earnings?

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A doctor received royalty incomes on certain products he invented.  On schedule E, his total royalty related expenses are more than royalty incomes received.  Are losses tax deductible?And, is this type of royalty incomes passive or non-passive? Thanks.

I have got CPA firm approval letter from IRS and also Intuit says it's approved in the system. Why I can not see the same in options? how do I actually see the firm name in TR input screen?

Where do I enter the Installment Sale Property Type Code

Yesterday at about 5:30 I got repeated error messages while working within Lacerte. It was the one that asks you to tell you the steps that led to the error. It would hit maybe 20 times and finally go away after I closed out of all of them and then happen again a short time later. Has anyone else had this happen?

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Just downloaded 2018 updates and now diagnostics say certain forms are in draft form so can't e-file the returns.  Obviously they are no longer draft forms

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Colleagues:I copied information from a 1099-DIV to Screen 12 boxes (1a, 1b, 2a, and 2b). I also had small numbers to input in field 5 (Section 199A dividends) and from box 7 of the 1099 some foreign tax paid.My Form 1116 is reporting all of the Screen 12 data as foreign source.  But it isn't.  I assume that I have entered something incorrectly, but I cannot see where or how.Can anyone help?!Micah

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I have a question for the Lacerte-using Community (I hope this is an appropriate forum to ask this question):I purchased the 200 return package for individuals.  The only thing I am invoiced for additionally is additional states (other than my home state) in which they need to file.  What this means is if I have a client who files in my home state, plus one other state, I am invoiced supplementally for one additional state.  What this also means is if I have an out-of-state client (i.e. NOT my home state), I am billed for that out-of-state return as well.  Does anyone understand the rationale as to why each of my clients don't get a federal and one state return (regardless of their home state) without a supplemental charge included in the package?I'm probably going to get an "it is what it is" answer, but I ask this question as the additional state charges aren't getting any cheaper, and I pass the out-of-pocket costs on to my client.  Some inquiring clients do

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