Taxpayer has about 30 separate 1099. They include mostly 1099-MISC / 1099-NEC / 1099-K.1. Is it absolutely necessary to enter all 1099 individually, and then li... read more
Provide which dependent is the problem without calling support.I recently filed a tax return that was rejected with theCode: IND-517-02. Basically a dependent h... read more
Case: The taxpayer is a Virginia resident for the 2024 tax year. He has W-2 income and stock income reported on Form 1099-B, both sourced from Virginia. Additio... read more
Dear professionals,I run into a situation where the client is a nonresident of CA but registered a SMLLC in CA last year. It's at loss. I think the client needs... read more
My client used his home for business. I have calculated the depreciation recapture amount on Form 4797 line 7. The rest of the home sale gain is excluded. Where... read more
Dear all,I am preparing a return with a Schedule E single family rental. The QBI is not calculating. The taxpayer/activity meet the safe harbor criteria. I can ... read more
We need to be able to have a global pricing feature. Having to edit each client's invoice with your fee structure is very time consuming, too much room for mist... read more
I have taken on a new client for the first time. They are a very small company structured as a C Corp.They do about 800K a year in sales and hold about 50-60k i... read more
You should be able to customize the type of document you have uploaded in the Firm Documents section in Proconnect Tax. Right now you can only use what they hav... read more
I am looking for assistance with completing Schedule P, Schedule J, and Worksheet L of a Form 37 for RITA in Ohio, using Proconnect. What is the trick for getti... read more
I used the online version of Taxact until now. I wish to switch to Proconnect. what would be the best way to move my data to Proconnect? The guide I found talk ... read more
Dear Community,My clients' took early Retirement distributions to cover their children's adoption, education costs and pay their prior tax liabilities.The distr... read more
Seeking inputs on handling tax return for nonresident alien who used to be a U.S. resident but now is canada resident and received a 1099-INT for interest from ... read more
