What is the best and most efficient way to enter sales reported on 1099-B with boxes A and D checked if they include wash sales? Can I use the section for Form ... read more
Client A and Client B are long time clients. They married in 2025. He was a basic return - she has a business. Am wondering if there is a way to combine the ret... read more
Hi, everyone.I have a client who I e-filed their 1040 & state returns in early Feb. 2026.In the first week of March, they received an amended composite 1099 for... read more
Several of my clients that chose to receive a refund check because the did not have a bank account or just do not want their refund directly deposited are now r... read more
Good afternoon!I have a client who is a US resident and not a bona fide resident of Puerto Rico. He worked in PR for three months and received a 499R-2/W - 2PR ... read more
The overtime amount is not reported on box 14. When completing Part VII, Deductible Overtime,I get a calculated deductible overtime amount, but the qualified ov... read more
Line 59 on the IRA information worksheet is not showing my 2025 ROTH conversion. Every place I try to enter the amount of the conversion, I get a cross referenc... read more
