Has anyone succeeded in getting a direct 1099-B download from Interactive Brokers.I am fairly sure I have to begin with IB's Reports/Configure Third-Party Servi... read more
Good morning tax experts!I just found out I need to amend my client's return because Form 3115. On Form 3115, I didn't check "yes" but checked "no" on box 3 Par... read more
I remember in the past when you try to use pay by refund for a previous year, you get an error. I know we could not use pay by refund in past for previous years... read more
I have a client who had 1099-DIV with Box 9 filled, labeled - Cash Liquidation Distribution. Went up to Schedule B to bring up the 1099-DIV form (both simple an... read more
And they told a couple of stories while they were in: One day Sven was complaining to Ole that he couldn't get a girlfriend, and none of the ladies ever look h... read more
Individuals who receive 2/3 gross income from farming (Sch F) do not have to pay estimated quarterly taxes throughout the year as long as they efile by March 1s... read more
How can I print an open form in ProSeries Basic? When I open a specific form and go to the toolbar and click on Print, nothing happens even though when I mouse ... read more
Client was in a memory care facility for all of 2024. His wife passed in January of 2024. Son has POA. Total cost of the memory care facility was over $144,000.... read more
The annual filing fee of $800 for CA LLC does not prompt a response for payment. I should have to answer yes / no (most people want to pay with the return).
I have to prepare a PA income tax return Sold house 4/4/24 - purchased 2/1/18 gain 95,598 Lived in house two of the five years preceding the sale-gain should be... read more
a) Both Spouses have 'family coverage' for different months throughout the year. Neither of them has coverage in the same month, or for December. The first is c... read more
The Oklahoma Department of Revenue is currently reviewing the following e-file business rule reject codes.Corporate: Reject Code 512-005Partnership: Reject Code... read more
Clients number one complaint after a tax return is submitted is that their banking information either is wrong, or they have closed that bank account. These com... read more