I unintentionally created two returns for a client. I finished one, and printed it. I tried to delete the second one, but somehow deleted the first one. Can I r... read more
As far as tax planning is concerned. Why won't you help us discover those clients where a simple IRA move would help them lower a Tax bracket? You can say its e... read more
Hi- I'm working on the 2023 version of "Worksheet for Adjusting the Basis of a Partner's Interest in the Partnership" and having some issues. The software is pu... read more
I double checked all 1099-R and they are correct.It could be related to the taxable refund (Arizona).It is for a 1040, and I have already tried to eFile twice. ... read more
When I extend a return it says on the letter that the payment date is 10/15!?In my opinion it should never say you have until 10/15!?Here are the rules.Filing E... read more
The ProConnect tax software seems to assume that all users are transitioning to a fully paperless process, including electronic payment of taxes. However, many ... read more
Hi,Have a client who is a resident (not citizen of USA) for tax purposes, he received Social security income from the government which is not taxable under US-C... read more
Proconnect doesn’t calculate the Utah tax penalty the same way that the Utah State tax commission does. I just got a late payment notice from Utah that charged ... read more
My client has a few relatively small short term capital gains transaction reported properly on the 1099-B for which basis has been reported to the IRS. I have e... read more
BackgroundI am preparing a 1065 for my client (Partnership A). Partnership A is a partner in another partnership (Partnership B). My client received a K-1 from ... read more
When exporting a K-1s for entities that a relatively large number of shareholders, members or beneficiaries, can the entity name and return year be added as a p... read more
