Austin_Cat
Level 2

Hi all, I'm new to ProConnect (previously used Thomson Reuters Ultra Tax). On that software we entered a basis for every type of retirement account I can think of. In ProConnect, I don't see a diagnostic that tells me I need to enter it. So this client has both pensions from government and IRA accounts (4 total, one of each for client and spouse). The wife has a IRA/SEP/SIMPLE 1099 (box checked) and the husband does not. Do I only need to enter the basis of the checked one? I read the instructions and did some research and am still confused. Thanks in advance!

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