1. This survivor's trust has these provisions. The trustee and the surviving settlor are the same person. Is it a simple or a complex trust?The trustee shall pa... read more
I have a self employed individual who obtained insurance from the Market Place and she paid $5,457 for insurance in 2024 for 12 months of coverage while she was... read more
How do I claim a out of state tax credit for a person who lives in PA but worked and gota W2 for Delaware. We filed for a non resident in DE but PA wants their ... read more
What special filing do I need to do in this situation? Does the client need to pay FICA at filing? Is there a form I need to fill out?F1 Visa in 2019F1 CPT in 2... read more
When preparing a DE resident return for a taxpayer that has income sourced to Michigan, I'm getting a message from proseries that Delaware does not allow attach... read more
My Virginia client married in 2024. Spouse resided in SC until they married when she moved to VA. I have read that if you reside in VA for 183 days, you are con... read more
Someone please tell me in ProSeries how we are suppose to enter the 1099G that states tax year 2024, for the parental choice tax credit!I can't figure out how o... read more
An AZ taxpayer is filing a NM nonresident return because of a land sale. He has out of state muni interest (from neither AZ or NM). The program is carrying the ... read more
Good morning,I have a new client who receives two pensions. One of her own, and one from her deceased husband. On the paper form, the document requires the taxp... read more
Hello All!Is anyone else having an issue transmitting their e-files?I have been receiving an error all day saying "unable to successfully transmit the efile pay... read more
Taxpayer sold rental property. Checked off complete taxable disposition on Schedule E Worksheet. Entered date of sale in Asset Entry Worksheet for the property ... read more
Client over-contributed Roth 401k and Roth IRA in 2023 . He withdrew them before filing 2023 tax returns. In 2024, he received 2 form1099-R with code "8J" and "... read more
Client sold several batches of restricted stock units that were vested in prior years. On the broker's Supplemental Information page, most of the transactions l... read more
