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On January 27th, Intuit opens for individual e-filing. Select your product for more trending topics. Lacerte | ProConnect | ProSeries
On January 27th, Intuit opens for individual e-filing. Select your product for more trending topics. Lacerte | ProConnect | ProSeries
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- I am using the desk top version of TT. So here is my issueI work full time, wife does not (no W2 or 1099-just dividends) We file married/jointly. MAGI is WELL b... read more3 3
- When trying to download credit card transactions from Bank Of America, I only seem to obtain the finance charges and payments on the account-none of the credit ... read more0 1
- Take it from someone who uses - or, tries to use ITA - about twice per year. Idon't have much time for learning. (Although I appreciate all the resources availa... read moreStrongsilence-CPA Level 10Intuit Tax Advisorposted Dec 31, 2024Last activity Jan 7, 2025 by IntuitGabi0 1
- I've asked Accountant Support for help on this issue and they were unable to come up with solutions - told me to ask the Pro Advisors.I'm doing current year cle... read moreStephaniePrima Level 1Intuit Tax Advisorposted Nov 27, 2024Last activity Dec 4, 2024 by qbteachmt0 7
- (I posted these to the wrong forum earlier. I think this is where people are posting questions about ITA.)Federal pre-strategy baseline for 2024 includes "Other... read more0 0
- My client will have 1099-R for 2024. They have Federal tax withholdings. I don't see a place to enter federal withholdings when I add new.1 0
- I have all my 2024 donations in my account and now the program doesn't exist??
- I'm having issues with Tax Advisor accurately reflecting 2023 S Corporation Income if there is a basis loss carryover being reported from 2022 to 2023 in my tax... read moreadionne Returning MemberBasis Limitation Intuit Tax Advisorposted Oct 25, 2023Last activity Oct 17, 2024 by Intuit_Ruben3 1
- I think there is a big opportunity to create an overview tax report for a client. It would show the base information about a given return - Total income, AGI, D... read more2 3
- To be able to offer a Tax Advisory plan to potential users, we need to be able to make a list quickly of all the clients with potential estimated tax savings. O... read more3 4
- It'd be great if we could have a strategy for exercising and holding ISO's until ISO treatment applies but pay AMT vs. sell now.HilaryCPAatPAS Level 1Intuit Tax Advisorposted Nov 17, 2023Last activity Oct 17, 2024 by Intuit_Ruben2 2
- There is an option in ITA to include the"employee" deferral portion of a solo 401(k). However, the rest of the equation is missing, allowing for the additional"... read moreKimDole Level 2401(k) 401k Solo 401(k) Solo 401kposted Aug 25, 2023Last activity Oct 17, 2024 by IntuitGabi5 1
- When reviewing the "Review Plan" screen, all sections have rollup totals except for the "Other Income" and "Investment Income" sections. Why is that?taxprepper Level 3Intuit Tax Advisorposted Oct 20, 2023Last activity Oct 17, 2024 by Intuit_Ruben1 1
- Several tools out there allow for the scenario of doing Roth IRA conversions from a current traditional IRA. Holistiplan and Right Capital both do this today. I... read more0 1
- Clergy housing allowance, typically added on Screen 45, is not adjustable when the clients tax return is added to the Tax Advisor planning module. This income i... read moreKenA1 New MemberClergy Housing Allowanceposted Oct 25, 2023Last activity Oct 17, 2024 by IntuitGabi0 1
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