bjashcpa
Level 2
12-07-2019
10:36 AM
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Best Answer Click here
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Employee
12-07-2019
10:36 AM
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Good afternoon! The 2018 Tax Planner is ready to be used for 2019 planning now, no special update needed.
dbtaxsolutions
Level 5
12-07-2019
10:36 AM
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Is there a way to print a client tax planning letter in proseries basic using the tax planner results? Thanks
bjashcpa
Level 2
12-07-2019
10:36 AM
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I am not sure how proseries works, as I use Lacerte.
christopher2
Level 1
12-07-2019
10:36 AM
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Caution: If you have a client with a 2018 QBI Loss the planner is carrying forward the loss in a way that adds it to the 2019 QBI income/loss. The field "Prior Year QBI Loss" on the Deductions screen should be changed from a negative to a positive number until it is fixed.
bjashcpa
Level 2
12-07-2019
10:36 AM
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You are exactly right! I called tech support over a week a go and they said it would be fixed this week - obviously that didn’t happen!