I've been with Proseries for nearly 4 decades, and it efficiently handles hundreds of clients except for the one CRAT for which I have to learn Lacerte each year. I call their helpful staff about 4 times each year to do this one client. It takes me all day for one return. IronMan is right, hard for old folks to learn new tricks, but I don't care for the Lacerte system from this annual experience. I wish PS supported Form 5227 (and got rid of the pop-up boxes).

Two brothers formed a partnership for construction work which issues them a K-1. Each pays for their own Medicare, wife's medicare, supplemental insurance. Are they able to deduct these premiums which they could had they filed a Sch C.

[The details box did not open (yet again), so I did not elaborate.] Elderly folks who do not use the internet, some of our hinter area is not yet connected. ELS VA says she does it for her clients - can you elaborate how you go about paying their bills. What's a good link on VA website? Could any brokerage withhold on the dividends and send it to Virginia? If they send checks, will they not be cashed?

Updating software no longer is possible under the Proseries update icon. No updates are ever available that way. I had my techie make me a separate icon that uses the corrective roundabout, and that's the only way I an now update, and efile clients with K-1s. Still waiting to open the window to file small business owners who have employees. They now say Feb 27 or 29?

I too have 'trained' myself to check the pink box for State ID number before the dreaded pop-up appears. But is there really a box to check to turn off the pop-ups? Where? (I wish they would give us the option to block all pop-ups.)

Precisely my point: In Virginia, no pink, no error message per yellow triangle icon! The only way to be reminded of the error is to have the efiling rejected. No box pop-up box either... BTW if every error had a pop-up box, I'd close up shop. How do they select which errors deserve a pop-up box?

Thank you very much! So did understand you correctly: I first amend 2022 return to change the $7500 IRA to a non-deductible IRA and incur a tax. (I had neglected to put code BB in the W-2, otherwise Proseries would have found my mistake.) Next, in 2024, I suggest she take the entire IRA kitty worth $16,500 plus the whopping $2 in earnings and turn it into a Roth without penalty. The $7500 nondeductible IRA will not be taxed, so only 9K will incur a tax in 2024. That sounds like a better option than to file the pesky Form 8606 starting at age 75 for the rest of her life for a minuscule fractional deduction.