I filed my client's 1040 on April 12th and proconnect shows it was filed and accepted by both the IRS and CA. He did not receive his refund and when checked "Wh... read more
A client received a K-1 from Sunoco that includes an additional sheet of supplemental information with codes and amounts for Box 20. I haven't seen one of these... read more
I am having to re-install my Windows 11 operating system which means that I need to re-install (restore) each year's Pro Series Basic application and data. What... read more
Doing a partnership return for WA State partnership. This year, all income was Idaho sources. When I go to make a state return, it asks me to choose an option f... read more
I am preparing an amended Form 1120-F tax return. On page 1 of the original return, it showed 18,032 of tax on line 2, 424,500 withheld/paid on line 5i and an o... read more
Can someone explain the details of the new Trump accounts and the tax form 4547Why does Proseries not populate the information from the information worksheet to... read more
Dear Members,I hope this message finds you well.I have a query regarding the availability of Form 8936 for S Corporations and Partnerships in ProSeries tax soft... read more
When creating a request in the Intuit Link, the default email reads "New this year, if we prepared your individual income tax return in the prior year, in your ... read more
please flow loss limitations to schedule K passive non passive section activity and schedule. Eeven the cheapest tax programs do this effortlesslylimit NOL carr... read more
I have received a quote from Ultra Tax and I would like to speak with my Lacerte Representative about the differences between Lacerte and Ultra Tax. The support... read more
When saving a K1 to PDF it defaults to save with the investor name and client number. Can the entity name be added as well? If an investor is invested in a numb... read more
Good afternoon folks,ProSeries Basic is what I'm working in.I need to amend a 2023 return for a client, and am not the original preparer. I understand that I ne... read more
What Would Elon Do? (Since he's the guy who helped fire 22% of IRS staff.) Clients received a Letter 12C from IRS in Austin, telling them: "Form 8962 is incompl... read more
Trying to file 2025 amended WV individual. It is available to select in the state amended drop down and everything is correct with no errors on the WV return. T... read more
This year we are all being inundated with IRS notices requesting bank information. Many of these notices are for taxpayers who had a balance due but then had so... read more
