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.
I have had 6 clients fail to authenticate on e-signature on 2025 tax returns. Some are first time taxpayers like my granddaughter while others are clients I hav... read more
Form 1099-R with Code 1 (early distribution) and Box 2a (taxable amount) are checked. However, entire transaction was a nontaxable rollover IRA. How to exclude ... read more
I have a W2 that is correct and the tips are in box 7. However, the software will not put this on schedule 1-A as a deduction. In Part III H1 I marked 1 using t... read more
I have a 1099B that is in a couple's name with both parties on the account. They were legally divorced at the end of 2025. The investments were not addressed du... read more
GreetingsA return I filed yesterday was rejectedapparently because there's a problem with info on one of the dependents. I followed the advice of Just Lisa Now,... read more
What did you people do? You can't even figure out that you input to many characters on a line and it is making it all fail. Every return done before today that ... read more
I had two clients that received 1099-NEC's. I entered them correctly on their tax returns.Before I finalize tax returns for my clients, I let the client know ho... read more
THE TRUST HAD A CARRY OVER LTCL FROM 2024 OF $152K. SOME OF THE LOSS WAS USED UP THE REMAINING IS SHOWING UP ON THE 1041 LINE 23. CHECKED THE BOX TO ALLOCATE TO... read more
E-filing error code F8962-070 IRS form 1095-A not received by anyone included on the Federal return. ProSeries professional software says error can be resolved ... read more
I unfortunately missed marking a trust return for electronic payments. Ugh! I assume there is no way to do that through Proseries once the return has been filed... read more
