I know the information in box 14 on the W2 is usually informational, but still wanted to ask about "NT Health Benefits" listed in box 14. The client says they d... read more
I use Docusign and include a copy of the client return in the docusign envelope. My clients sometimes fail to download or print a copy of their return (even tho... read more
There is a rental loss on schedule E line 21 but it doesn't carry to line 22, therefore the loss is not being deducted from the 1040. Anyone know why this would... read more
I have a client moving from MA to CA. On her W-2, box 16 state wage is higher than federal wage. Lacerte will not allow state wage to be higher than federal wag... read more
I am trying to e-file Form 5227 and I keep getting an error message:FEDERAL Filing Rejected - This filing was rejected by the taxing agency on March 28, 2024. Y... read more
The CA Return is showing amounts entered for Medical expenses, but I did not enter anything in Itemized deductions. In the field where you enter amounts, there ... read more
There is a song we sing at my church which goes like this. Soon and very soon we are going to see the King.With April 15th approaching I think you preparers sho... read more
I have a new taxpayer who is a U.S. Military member and claims Florida as his state of residence.His previous tax preparer file his and his wife's federal retur... read more
I have a client who purchased Rental property in her name. She paid Legal Fees to Transfer the Title of the Rental Property to her Revocable Trust. Are those le... read more
It seems this year more than in years past, clients are printing off tax documents from their accounts online. But if you are going to do it, you don't need to ... read more