I have a new client who was diagnosed with dementia several years ago. Unfortunately, they do not have immediate family. Luckily, one of their long time friends... read more
Married couple domiciled in Georgia but spouse works in New York with the bulk of the income. Both have Ga licenses. Spouse is in NY 50% of the time. Can the sp... read more
I have a customer that borrowed against their investments. They paid back Loan/Margin Interest, is this tax deductible in any way? Where do I enter if so?
Currently, we can transfer a QuickBooks sole proprietorship or sole member LLC to Proconnect through prep for taxes. But it's seriously limited.QuickBooks will ... read more
Spoiler (Highlight to read)Hello good evening for Llc partnership return for 2 people Llc would this be considered a individual return or a busiess return wante... read more
This is ridiculous. ProConnect is making me purchase an Advance User option for $99.00 Please remove this feature from ProConnect. I have never used this featur... read more
The password protected pdf is not working in Pro Series 2024 Professional for any client tax returns. However, it is working for all the clients tax returns in ... read more
I'm looking for the box to click to add the required notification to all the K-1's stating that a K-3 will not be provided unless requested. Ready to print the ... read more
It seems that CT pass-through entity returns will not be available until March 18th? The returns are due March 15th. Never mind then engagements piling up alrea... read more
I have a client that got involved in a Partnership. After two years they have decided that it has run its course and decided to end their agreement. The Partner... read more
The following diagnostic is generating: IRA contribution deduction is disallowed due to age. Problem: For 2024 this diagnostic appears even though nothing has b... read more
I have a 63 year old client that withdrew $60,000 from his IRA for home improvements and other things. He discovered he didn't need that much so within 60 days ... read more