Does ProSeries allow me to receive payment for processing a clients tax return out of their refund? Like if the client was going to receive $2000 and my fee was... read more
I am trying to enter interest income from a 1099 on to the 1120-S so that it flows to the interest income Box 4 on the K-1.Where in ProSeries do I enter so that... read more
When entering a sale of a personal vacation residence the schedule D reflects is in Box E as tho a 1099 E was received from which the data is obtained. It is a ... read more
There should be a dropdown menu on all 1099 forms, so that we can link each one to a particular Schedule... instead of having to input the numbers twice
Company X is in the startup phase, paying rent and legal fees before operations commence.I've read a few posts, and it sounds like the election must be made in ... read more
Hello AllI'm trying to report a 1098B for my client and it was supposed to be report at part II line 8b. But I can only get the information populate at line 8a.... read more
How do I enter a roll-over from Traditional IRA to ROTH IRA? I don't have the forms so I'm trying to do it pro forma. Thanks in advance for any assistance!
Currently, when preparing Forms 8821 or 2848 in ProConnect, the representative information (name, CAF number, PTIN, address, etc.) must be entered manually each... read more
I'm completing Form 2210AI to calculate the annualized income method for a client's estimated tax penalty.The client earned all of his $9,890 self-employed inco... read more
Hello Community!Thanks for all your help during tax season.Could you please help me with below?Completing a 1065 Partnership for a Multi Member LLC ( Husband an... read more
Just learned this yesterday from a former client. He owns a profitable company in California doing commercial building services. His current CPA charges $700 pe... read more
Hello,I just completed a Delaware 2024 SCT-RTN which is flowing properly. However, the SCT-TAX form is producing a 2025 SCT-TAX and input screens are not upload... read more
The return won't unlock - the dropdown menu has the option Lock Return. The return is already locked and no option on the dropdown menu to Unlock Return.
Darn engineers keep messing with DMS!Have DMS OPEN for past years, NOT ONLY THE CURRENT YEAR!It used to be OPEN for past years until Intuit messed with it and L... read more
Client received a CP14 letter, charging them $54 dollars to be paid by October 15th. No explanation, no recalculations of their tax return. Client did not have ... read more
