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Level 4
September 8, 2026
Question

Need instructions to prorate partnership income in Lacerte for partner whose interest was purchased by the remaining partners on 10/31/25

  • September 8, 2026
  • 11 replies
  • 94 views
specifically related to Lacerte thank you

    11 replies

    Intuit Community Champion
    September 8, 2026

    You posted your question in ProSeries forum. Might have better luck posting in Lacerte

    bethbrakeAuthor
    Level 4
    September 8, 2026

    I must sound like an idiot, but this is my option when I go into Lacerte help with a question. 

    Just-Lisa-Now-
    Intuit Community Champion
    September 8, 2026
    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    bethbrakeAuthor
    Level 4
    September 9, 2026

    I am not - thank you! Once I am at the link and logged in, I do not see a place to post a question…..

     

    Just-Lisa-Now-
    Intuit Community Champion
    September 9, 2026

    weird, Im not seeing the button for posting from their either….they’ve really screwed this board up lately, ugh!

    @IntuitKatie   how does someone post to the Lacerte group?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    bethbrakeAuthor
    Level 4
    September 9, 2026

    Well that  makes me feel like (a little) less  of an idiot

    IntuitKatie
    Moderator
    September 9, 2026

    You can start a post by selecting the “+ Ask the community” button in the upper right hand corner on any of the product pages. As seen in the picture below:

     

     

    You can then select where you’d like your post to go to, as seen in the pic below:

     

     

    bethbrakeAuthor
    Level 4
    September 9, 2026

    thank you so much!

    IntuitKatie
    Moderator
    September 9, 2026

    My pleasure! I will move this post over to the Lacerte page for you.

    bethbrakeAuthor
    Level 4
    September 10, 2026

    Also thank you!

    IntuitKatie
    Moderator
    September 11, 2026

    @bethbrake 

    Lacerte's Change in Ownership feature can be used to enter different ownership periods when a partner leaves during the tax year and calculate a weighted-average allocation.

    This article walks through the steps:

    Entering change in ownership dates for a partnership return in Lacerte

    If you need additional assistance please reach out to Lacerte Support.

    Thanks for being a part of the Community!