My client is HOH with one child. When I add a 1099R for taxpayer it also creates a 8615 and auto populates taypayers name and social where childs name normally ... read more
Client purchased 2 vacant parcels many years ago and sold this tax year, receiving a 1099-S. The program doesn't support a 1099-S, and I don't think sale of hom... read more
Client did a $6,500 in 2023 and $7,000 in 2024 traditional IRA contribution (8606 was done in 2023 and 2024). Did the conversion of $13,535 ($35 in interest) in... read more
I recently discovered that the email address e-signature requests are sent from is incorrect. However, I cannot find where to change it. The email listed in the... read more
Taxable pension income sourced to Iowa is not populating on Line 12 of the IA 126 for a part-year resident return. The instructions for IA 126 clearly state tha... read more
How do you enter 2 1098-T Forms for the same student in ProConnect? I am entering them on the parent's return. One form shows a scholarship and the other is jus... read more
Hey all. Looking for some feedback on a particular situation and how to handle it.I have a new client who likes to play the slots. But she keeps no records of h... read more
Good morning,My client built a small home office separate from his home. I'm trying to find specific IRS guidance if this is a direct expense since it is not at... read more
Hello Community,I have a question that I am perplexed over.I have a client who with his mother is on the title of his mother's house as a co-owner. He does not ... read more
It took two tax seasons but we can finally print letters and single forms without having to switch to state and then back to Federal. P.S. Customer Service - ta... read more
