Intuit Virtual Agent (IVA) Now Has More Answers

We are pleased to announce that IVA has been updated with an enhanced search. IVA will now automatically search our agent knowledge base for an answer to your question. This is the same knowledge base used by our service and support agents. You can easily access IVA from within your Lacerte program or online. IVA can also connect you with our online communities and agent chat. Learn More

Got a question? Ask IVA.

Lacerte 5500 E-File Mandates

TY09 Lacerte Tax will be fully compliant with the Department of Labor's recent e-file mandate for the 5500 Benefit tax module including the EFAST2 PIN signature requirement between the preparer and the sponsor of the Benefit plan.

The TY09 Lacerte 5500 Benefit tax module is currently available (Release 3 on January 14, 2010), but does not yet include the ability to e-file returns. The e-file portion of the 5500 Benefit tax module including support for the EFAST2 PIN is scheduled to be available by the end of March in advance of the filing deadline for 5500 returns, which is July 31, 2010. We will continue to provide updated information about progress of the new 5500 e-file functionality as the expected release date approaches. For more information, please view the KB Article.

Top Reasons Lacerte Users Contact Support

Click the links below to find answers to popular questions Lacerte users ask this time of year.

• Installing Additional Tax Modules to the Lacerte Tax Program
• Modules are Disabled or Greyed Out Under Tax Type in the Client Menu
• Download Lacerte Updates
• How to Download a Prep File From My Account
• Federal e-file Reject Code 1132 or 1133 – Schedule M

Visit Lacerte Online Support today!

February 28 is Last Day for Special Tax Option for Haiti Relief Donations

On February 19, 2010, the IRS issued News Release IR-2010-21, announcing that taxpayers wishing to claim their Haiti relief donations on the tax return they are filling out this season must make those donations by the end of this month... For more information, please visit the IRS Web site.

IRS Issues Guidance on Tough New Reporting Requirements for Stock Sales in 2010

The IRS will soon be looking over the shoulders of tax return preparers and their clients when they report stock sales on Schedule D, Form 1040. For stock acquired and sold after 2010, the IRS will receive information returns from security brokers reporting the adjusted basis of the stock sold and whether the capital gain or loss on the sale is short-term or long-term. These information returns will allow the IRS to double check what you report for your clients on Schedule D... For more information, please view the Tax Article.

Use Tax Refunds to Buy U.S. Savings Bonds

Beginning with the 2010 filing season, your clients can use some or all of their tax refunds to buy U.S. Savings Bonds. To help you reach out to your clients, we've prepared a brief introduction and invitation. For more information, please view the Tax Article.

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