when in client tabs you highlight the client and click the client status icon at the top brings up the client status window. when you check mark the lock return... read more
Hi,Have a client who is a resident (not citizen of USA) for tax purposes, he received Social security income from the government which is not taxable under US-C... read more
When a return is extended, the client letter automatically says that they have until 10/15 to pay.Other tax software will automatically say to pay asap to avoid... read more
When I extend a return it says on the letter that the payment date is 10/15!?In my opinion it should never say you have until 10/15!?Here are the rules.Filing E... read more
Hi- I'm trying to file a final report for a Texas Partnership, but I'm getting a critical diagnostic error saying the Public Information Report/Ownership Inform... read more
Hi- I'm working on the 2023 version of "Worksheet for Adjusting the Basis of a Partner's Interest in the Partnership" and having some issues. The software is pu... read more
I have input data properly using the like-kind exchange wizard in the depreciation section. The form 8824 is coming up properly. The problem is that at the end ... read more
I unintentionally created two returns for a client. I finished one, and printed it. I tried to delete the second one, but somehow deleted the first one. Can I r... read more
Hi all,In all this time of doing returns, I have never had to do an amendment with married separate going to married joint. I have the husbands return and have ... read more
Client did 1031 in 2015. One Texas property was relinquished for one CA property. Amherst facilitated.In 2025, the CA property was sold. Large gain, large tax.A... read more
As far as tax planning is concerned. Why won't you help us discover those clients where a simple IRA move would help them lower a Tax bracket? You can say its e... read more
