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
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
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
If I have a 1099R with code 7D with no taxable amount, and box 1 and box 5 employee contribution is the exact same amount. There is no taxable amount, correct? ... read more
I have a 90 yr old and doing taxes. This year she paid close to 40,000 to a service for home help. This covered everything. Medical help, getting ready for bed,... read more
