This is a beta version of the 2019 Lacerte California Tax Planner program. Many of the calculations are not finalized or are unavailable. The 2018 version of the program should be used until the final version of 2019 Lacerte California Tax Planner is released.
So while the 2018 tax planner does not reflect the correct retirement plan contribution limits for tax year 2020, and given that the 2019 software is yet unfinished, you'd think that was bad enough. Well, I've come to discover that the Lacerte Tax Planner also does not pull in partnership Schedule K-1 information from Lacerte -- specifically the partner health insurance amount and the QBI information is not transferred. In other words, the Lacerte Tax Planner is completely useless unless I want to recalculate every single amount which negates the entire point of the software.
Is BNA Tax Planner a better product? How smooth is the integration with Lacerte? What is the total cost for BNA? I've seen a yearly fee of $1,150 -- is this accurate? Thanks in advance!