My client who is a school teacher took a loan in the amount of $23K from their 403b plan in June 2022 and then left the company before the loan payments commenc... read more
2023 amending returnClients have AGI of $198,000. Two children under age 13 where one had daycare expense of $2,100. Parents collected $4,200 in childcare benef... read more
Hello friends.I have a client that moved from Maryland to Delaware in 2024. I will need to file part year returns for both states. I will also need to file a no... read more
Hi, does someone know if the T1044 form is submitted electronically to CRA with the T2 corporate tax return Or if the T1044 form must be mailed separately to CR... read more
Decedent and grantor died March 30, 2023. The trust has become irrevocable, and it has been funded with stocks. An EIN has been granted. No distributions have b... read more
Computer is freezing when attempting to open a client from the Home Base. The "Pay by Refund" ad is present.When I disable the Norton Smart Fire Wall, I'm OK.An... read more
My SmartVault print driver is not showing up in Proseries 24? How to fix? It shows up in Proseries 23, of course, and all previous versions, but not in my fresh... read more
Hi all,Thanks in advance for your ideas. I am looking to have a help with tax return data entry this tax season. My ProSeries Professional is hosted to availabl... read more
I am getting, Unable to get a response from the Government Agency. Please try again later, when I try to Efile authorize representative? Am I supposed to carry ... read more
I was asked this by another accountant, and I'm having a major brain fart for some reason...68 year old client with wife 60 years old. He's wondering how much h... read more
I've asked Accountant Support for help on this issue and they were unable to come up with solutions - told me to ask the Pro Advisors.I'm doing current year cle... read more
1. Page #2 of the short organizer asks clients for 2023 amounts. All topics listed below the header should state 2024 or 2023.2. For all pages of the long organ... read more
Elderly client has a capital gains loss that will outlive him. He wants to buy discounted US Treasuries. Will they report the discounted part as a Sch D gain th... read more
