The estimated tax plan has a line for federal tax BEFORE credits and other taxes. It would be SUPER helpful to have a line that is federal tax AFTER credits and... read more
Having the ability to remove income from the 1040 and be taxed at the C Corp (1120) level and include fringe benefits like health insurance and medical reimburs... read more
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 more
The secure 2.0 act created a tax credit for 401(k) plans that are electing to auto enroll the employees in the plan. Unlike the start-up credits that requires o... read more
My client is not repeating a Georgia state tax credit for 2025 but I am unable to get the software to adjust to -0-. I've tried entering a negative adjustment b... read more
ITA says that selling $5,000 of stock in 2025 results in a tax savings in 2025 of $250. The taxpayer is in the 15% capital gain bracket. How do they get this? N... read more
ProConnect/Intuit Tax Advisor:Would be GREAT to have the ability to create both a tax plan AND estimated tax payment plan for brand new clients for which we hav... read more
When I load Tax Advisor, I'm prompted to choose between setting up a Tax Plan or Setting up Qtrly estimated income tax pmts. If I set up a plan, I see that it i... read more
can anyone shed some light on how the projected estimated tax payments are calculated in the tax advisor estimated tax payment plan program. I'm getting some wi... read more
ITA has somehow produced an incorrect amount of CA itemized deductions. ITA has added 32K of state itemized deductions to the Federal amount and I can't see nor... read more
Dear Intuit ITA,California recently enacted the following changes. Would you update the ITA software soon?Effective beginning with the 2025 tax year, California... read more
The projected income in the current Federal Bracket is not correct. For taxpayers filing MFJ, Seniors, with TI of $186,245 ITA says $78,295 is the amount in the... read more
Correction to Intuit Tax advisor. 12/1/2025In the case of an amount input to 2024 Lacerte tax prep to Conversion to Roth IRA in Form 13.1, that amount reduces t... read more