Is the 2018 Tax Planner (for 2019 Planning) ready to go or do we need to wait for a special update?

[amelendez · Accepted solution]

Good afternoon! The 2018 Tax Planner is ready to be used for 2019 planning now, no special update needed. 

[dbtaxsolutions]

Is there a way to print a client tax planning letter in proseries basic using the tax planner results? Thanks

[bjashcpa]

I am not sure how proseries works, as I use Lacerte.

[christopher2]

Caution: If you have a client with a 2018 QBI Loss the planner is carrying forward the loss in a way that adds it to the 2019 QBI income/loss. The field "Prior Year QBI Loss" on the Deductions screen should be changed from a negative to a positive number until it is fixed.

[bjashcpa]

You are exactly right!  I called tech support over a week a go and they said it would be fixed this week - obviously that didn’t happen!