We've put together a list of resources to help with the most commonly asked questions during this time of year. Check out What's popular in Hot Topics here.
We've put together a list of resources to help with the most commonly asked questions during this time of year. Check out What's popular in Hot Topics here.
Does anyone else find it difficult to drag and drop questions or document requests in the Client Questionnaire and Document List settings, in Organizer Template... read more
Hi, Multi-state return, PA resident. PA state wages are higher than Federal wages because of PA state law differences. I entered the PA state income amount in W... read more
This tab, which is next to "Tax Returns 2025" is worthless.Am I reading this correctly that it includes both e-filed and extended?Would be infinitely better if ... read more
I need assistance with a 1099R distribution code T. Neither box 10 allocable to IRR within 5 years or box 11 1st year of designation Roth contribution noted. I ... read more
I am getting diagnostics Ref 61827, 61828, 61829These are for phone number, email address and county. I have that info in Client information already, but those ... read more
Spouse in MFJ contributed $7,000 to a traditional IRA (non-deductible), and received a 1099-R for that amount, essentially a backdoor roth.All items are entered... read more
I've read all of the help articles and even though my client was a resident of Alabama for only 3 months, all of his federal income is being allocated to Alabam... read more
Curious of the best practice for entering stock transactions for:-stock sale-sale of personal residenceFor stocks, I believe it is simply navigating to the disp... read more
My tax client lives in Germany and is using the physical presence test for his foreign income exclusion. He came to the US for 2 trips: 1/1/2025-1/3/2025 (3 day... read more
