Can a 30-year-old relative be claimed as a non-dependent on a single filer's tax return in order for the taxpayer to qualify for HOH? The relative's main home i... read more
On the 1099R Additional Distribution Info section do I select box B5 or B7 in Proseries for aMega Backdoor ROTH conversion Code G with no earnings?If it is B7, ... read more
The overtime deduction automatically goes to include on the W-2. It says if not to see instructions, but I can't find any instructions for this. How do you repo... read more
Hello all,I entered the data from the client's 1095-A into Proseries. Form 8962 line 24 is 17,189 and line 25 is 22,667. Strangely, lines 27-29 do not populate ... read more
Asking Again:Is anybody else having the problem when you enter Misc. itemized deductions on Federal Schedule A, they are NOT transferring over to the NYS Form I... read more
This is a new one. Long-time client told me wife died and he was head of household. Dead wife contacts me today to ask if I could handle her return this year.
With ProSeries Basic, I have found that certain forms (in particular, Schs A, B, and 8814s) do not show up when you go to print or print to PDF. In all years pa... read more
How do I download the 2025 business tax program? I purchased the basic with 15 business tax returns. It will only download the individual program. I don't see a... read more
I have a 1095-A for a family with monthly coverage from February to August. I input the monthly amounts, and the error message says it should be blank ?
I just filed my first return of the season. I am usually upbeat about that, knowing I have taken the first step toward doing approximately 350 returns by April ... read more
Hi All,During my first year setup, there was a nice spreadsheet consisting of my firm information and preparer/ERO information in form of a nice spreadsheet. I ... read more
Since I am retired the only tax returns that I prepare are for myself and for my son and my future daughter in law. With all of the changes in a simple program ... read more
