I am preparing Form 1041 and there are 8 beneficiaries. The trust received dividend and interest income ($1,000) as well as an IRA distribution ($100,000).One o... read more
I have a client who is the executor of an estate and also the beneficiary of retirement accounts that were deposited into the estate account with the Estate EIN... read more
Anyone experiencing PDF/DMS printing issues when Lacerte pushes outalerts? I have to "reset" each time an alert is pushed out. This is very time consuming. Any ... read more
My client does not have access to the history on the Roth account. The original holding period exceeded 5 years but her holding period just started in 2023. The... read more
My client wants to file Married Filing Separately this year, in the past she has filed jointly. It always ended up with her covering his self-employment tax sho... read more
having an issue dependent has died in 2024, received a 1099r code 4 no check in ira box tried to correct name and social security number to reflect dependents i... read more
I am currently working on 2024 tax returns and having clients use intuit link. I used Intuit Link last year for 2023 tax season.I can not see any of my clients ... read more
Hi to all.I filed the original return 3 days ago, and it was accepted. Today, the client gave me a new 1099-NEC. Can I file a 1040-X today?Thanks for help!
I am an "active" not "material" participant in real estate investing with a rental property without any intermediate manager, and a Real Estate partnership that... read more
Does anyone know if there is a worksheet or report that contains the clients MAGI? I recognize there are many uses or reasons for needing MAGI, I'm asking in ge... read more
If you have a home owned by a 5 member LLC and rented to the daughter/niece of the members as her primary residence at a rent less than FMV, where do you report... read more
Folks: needed to re-install ProSeries Basic on my new computer. When I tried to open 2021, I receive the following message: "Unable to Validate your online cred... read more
