The QBI deduction amount that Intuit Tax Advisor has pulled into the 2024 actual column does not match what was filed. There appears to be no way to edit this i... read more
Taxpayer RMD already made for 2025. She wants to make a charitable contribution and doing a transfer from an IRA is best. Is a QCD that is NOT from an RMD allow... 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
I I keep getting calls from Intuit on my cell phone but no messages. I live in in area where I don't have cell coverage. Why would they keep calling and not lea... read more
Intuit Tax Advisor has been updated to reflect the new legislation from the One Big Beautiful Bill. All tax calculations and thresholds now use the updated 2025... read more
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
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
At least some of the new law changes are in Tax Advisor, but I noticed an error right away. The new Senior Deduction is getting added to the Standard Deduction,... read more
I'm trying to download an old version of QB desktop. I sign into my intuit account and go to the purchases I've made and it shows the shows the software and the... read more
Intuit Tax Advisor question. We have been using the Tax Planner but are trying Intuit Tax Advisor instead. If someone can help us understand the Client Tab.We a... read more
1040. Intuit tax Advisor. RE taxes on property held for investment are not included in the pre-strategies baseline Itemize Deductions section. If you know why, ... read more
Issue 1: In the 2024 Baseline Year, the State Tax Refund isn't showing up in any row, but it is being added to the Total Income. Therefore, the report, as it di... read more