We've put together a list of resources to help with the most commonly asked questions during this time of year. Check out What's popular in Hot Topics for ProSeries | Lacerte | ProConnect
We've put together a list of resources to help with the most commonly asked questions during this time of year. Check out What's popular in Hot Topics for ProSeries | Lacerte | ProConnect
Anybody else having this issue when trying to Transfer Company Information from one Company to Another? I am wanting to copy the Financial Statement Design from... read more
My client is part of a 3 beneficiary trust that closes once they reach age 35. My client has never received a K1 which implies the trust has been paying the tax... read more
Client sold his share of an LLC. Long-term passive gain is recognized.I entered the transaction directly using the Capital gain/loss worksheet, but I can't come... read more
Does anyone else find it difficult to drag and drop questions or document requests in the Client Questionnaire and Document List settings, in Organizer Template... read more
Hi all, my client was the personal representative, and sole beneficiary, for her brother's estate. The Final 1041 was filed for 2023 by the estate lawyer. Form ... read more
Hi, Multi-state return, PA resident. PA state wages are higher than Federal wages because of PA state law differences. I entered the PA state income amount in W... read more
I am waiting for one last 1099-R which deceased taxpayer's daughter is obtaining.I saw online (not here) that I can E-File the return and make a note of the dat... read more
Hi,Has anyone here used GruntWorx with ProSeries Professional?I’m particularly interested in how well GruntWorx works for auto-populating data into ProSeries.- ... read more
Client pulled from her retirement to pay for medical expenses. I understand that the amount that qualifies as a deduction on the schedule A is allowed to reduce... read more
I have 1 LLC-single member with business activity and 2 LLC-single member with rental activity each with different entity names, EIN and SOS numbers.On the Fede... read more
