My client is 63 and started Social Security at age 62. He is married. (He is past the deadline for withdrawing his SS claim.) He now realizes his business will ... read more
My client moved to Washington state on June 4, 2023. She receives pension income from Calpers each month. She did not inform Calpers that she had moved. Califor... read more
I have a client that has taxable proceeds from their Long Term Care policy which are reported on Form 8853. The income ends up on Schedule 1, Line 8e and ultima... read more
Latest Update: Version 45.0514Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more
I have an issue with my Fast Path. I have been on the phone with your customer service, IT and billing department all week. We were facing a May 1st deadline fo... read more
I need to file a short period return for a client which is due 5/15/25. My solution is to copy the 2024 form for this client, prepare the 2025 stub return using... read more
The following diagnostic is generating: Total functional expenses, Form 990, Part IX, column (A), line 25, does not equal the sum of columns (B), (C), and (D). ... read more
Parents' e-filed return was rejected as college kid claimed self. College kids used turbo tax originally and then did a 1040-x to "un-claimed self". How long sh... read more
I'm getting the following:"This organization's history of federal net investment income (Form 990-PF)categorizes it as a "Large Organization." As a result, only... read more
When entering penalties and interest calculations the tax due does change but the letter date will not change for Montana to the appropriate date. I have tried ... read more
what is the solution for thisdiagnostics ref.#41208e-file: Form 540: Per California FTB Electronic Filing Specifications, If Electronic Funds Withdrawal (Direct... read more
I know we must use Windows 11 very soon. Does anyone know if it is ok to use Windows 11 HOME rather than PRO? I found a super wonderful computer, but it is load... read more