I have a client who would like to pay everything owed with the set up of efile. 2024 was the entity's first year of business. They have to pay for FTB for 2024 ... read more
For an LLC-P return I was able to generate and efile the 1065 and IT-204, however the section for IT-204-LL does not allow me to process the IT-204-LL e-file. I... read more
Form 1040/1040SR Reject: The IRS requires the total withholding amount on Form 1040 to be less than the total of the following income: Total amount from Form(s)... read more
Dear Community,Our clients want to start uploading their 2025 documents into the tax organizer. But I don't see one for 2025.What do you suggest to your clients... read more
I have self employed health insurance paid by an S corporation. I have included the SE health insurance premiums on the shareholder's W2 and Pro Connect only al... read more
I am preparing PA-40 for a taxpayer and spouse (MFJ) that separately earned dividends as well as a couple of joint accounts. I have entered which interest and d... read more
When clients get a green checkmark when uploading in link yet it says "We've uploaded documents successfully, but couldn't match them correctly," what does that... read more
I had a filing rejected for a client with a message that Form 8962 must be included. Client is a 24 year old, single, non-dependent friend of the family who ini... read more
I have a new client and little information apart from the 2023 return. I am filing an extension and trying to figure out how to check box CT-3-M (MTA surcharge)... read more
I have a customer who sold property on installment. He and his partner purchased the property, and HE paid for all expenses to remodel. They lived in the home a... read more
An individual opened a custodial (UGMA) for a grandchild. Are the parents responsible for paying the taxes or can the gran parents enter the interest and divide... read more
