I have a client who was issued a "social security card valid for work only with dhs authorization" who wants to claim his family (all born in Venezuela). They w... read more
Ex-husband claimed the 1095-A on his taxes which covered his ex-wife and child. When I try to efile the wife's taxes it gets rejected because it is looking for... read more
This occurs on the Additional Dividend and Interest Information screens for both the payer and the recipient addresses and zip codes (even if I uncheck the tran... read more
I have a client with a 1099-INT with box 8 tax-exempt interest and box 13 bond premium on tax-exempt bond. When I entered this in Lacerte, it handled the federa... read more
There is a line item on the Oregon Form OR-21 for an addition for the tax deducted for PTE at the federal level. There is no corresponding subtraction line for ... read more
1. Client's mother gifted a house to her and her brother in 2024. 2. Then, she formed a partnership with the brother (an LLC.) 3. The costs to operate the house... read more
We are e-filing a 2024 fiduciary tax return and would like to also file the final 2025 short year fiduciary tax return as well right now. I read that only one e... read more
