I have choice 200 package. When I print the return, it asks me to purchase pay-per-return. I paid in full, updated software few times, reinstall the software on... read more
How do I setup client pricing (forms based) and refund processing fees in ProConnect Tax. How is it billed through Santa Barbara bank, and how do I setup the ba... read more
I have a 63 year old client that withdrew $60,000 from his IRA for home improvements and other things. He discovered he didn't need that much so within 60 days ... read more
NYS - My client is a 20 percent beneficiary of an inherited IRA and therefore limited to a NYS pension exclusion of $4,000 (out of the $20,000). How do I apply ... read more
Are there any PS instructions for entering an asset sale in Form 1120S? My search hasn't found anything.I'm trying to determine the mechanics of recording the s... read more
The password protected pdf is not working in Pro Series 2024 Professional for any client tax returns. However, it is working for all the clients tax returns in ... read more
I have a customer that borrowed against their investments. They paid back Loan/Margin Interest, is this tax deductible in any way? Where do I enter if so?
IRS wants my client to take a loan from her 401k. Client adamantly refused as this is her only remaining savings. The IRS would not accept the agreement until s... read more
I have a client that got involved in a Partnership. After two years they have decided that it has run its course and decided to end their agreement. The Partner... read more
I have a new client who was diagnosed with dementia several years ago. Unfortunately, they do not have immediate family. Luckily, one of their long time friends... read more
Married couple domiciled in Georgia but spouse works in New York with the bulk of the income. Both have Ga licenses. Spouse is in NY 50% of the time. Can the sp... read more
Currently, we can transfer a QuickBooks sole proprietorship or sole member LLC to Proconnect through prep for taxes. But it's seriously limited.QuickBooks will ... read more