Taxpayer is MFJ and has several real estate properties, some of which are active and others passive.The software is netting them together regardless, and allowi... read more
I have a carryforward from 2022 to 2023 on Part III, line 4h. It shows as a carryforward to 2023 and the corporation has a small tax liability to which I could ... read more
I've got a client with a K-1 from Georgia. On the federal return I marked them as a nonresident and allocated the income to Georgia. But on the GA return, Sched... read more
Client has been in the military. His state of residence has been officially Ohio for the military. In actuality, he lives in Idaho. In the past, he was statione... read more
I have a new client that I'm trying to determine the taxability of her non-military federal retirement income on a CSA 1099R.She has an NC state retirement that... read more
I sent a question about canadian income and tax. Got a response but can't log in to answer. The wife said the income is included in the W2 but the Canadian tax ... read more
Have someone who has W2 from Lulemon for wages of $106,337 and tax withheld of 9985.Also has a T-4 from them showing income of 61828 and Canadian tax withheld o... read more
I have a client who had Marketplace Coverage and received Advance PTCevery month of 2024. She got a job, became eligible for and received health insurance cover... read more
Client return has savings bond interest entered on Federal Schedule B, so when I go into the NY return, line 28 on IT-201 page 2 is auto-filled with the savings... read more
Hi ,A Real estate partnership invested in other partnerships and received K-1 from them. Where do i enter those K-1 info in 1065 form. Since they invested money... read more
Well, I am back.Background:New client as previous CPA retired. It would appear that the prior CPA used Lacerte given what I know about the CPA and how the PY re... read more
13 days until the deadline and I am not able to file returns using the hosted environment. I am able to file using my desktop version. The problem is, my data i... read more
TP'S income is less than 1099's received. TP is on cash basis. Should the 1099 income be reported to avoid problems in the future? All deposits on bank statemen... read more
I filed a joint return in which the taxpayer is deceased. The date of death is listed on the return. I had no problem with the original return. The E-file was a... read more
