Why is ProSeries transferring a capital loss from a passive Activity in Box 9a of the Form 1065 K-1 directly to the Schedule D bypassing the Form 8582 in spite ... read more
Tried opening a clients return, message received says locked out by another user. There is no other user. Tried to fix using help message and was told I didn't ... read more
Hi,When doing 1040 returns on ProSeries, is there a way to mark the amounts on the return (ex. W-2, Schedule B, and 1099-INT) as reviewed? Like have a checkmark... read more
Hi there,I've been trying to send a client an eSignature request since yesterday morning and keep getting this error:Anyone else? What should I do?I already upd... read more
The individual is a retired individual who was a minister, but not now. He has (6) 1099 Rs' and of course his 1099 SA. Do I enter all of these just like any oth... read more
Are there other client letters available? I don't like the standard client letter.IF not is there training available to know how to change the existing one?
Typically I enter each wash sale on the 1099-B worksheet.Now I have a situation where I've already see 26 and am not yet done counting. All the transactions hav... read more
Good Morning,I have a client who owns several rental properties with his brother in law. They each reported 50% of the rental activities on a schedule E - NO Pa... read more
Hi everyone.client received an SBA loan during COVID while working as an Uber driver. Now, he files a Schedule C for a different field—home health care services... read more
Average age of completed clients - 59.8 years old. Average total income [taxable portion]) $206,584. How come I'm older and poorer than my average client.......... read more
Hi,Client has a rental property and live in the property and also a line of credit. The mortgage interest for the line of credit is not transferring over to Sch... read more
Hello!I have a client I do some work for but have never done the personal return. There are some other related returns I prepare but never the personal. Relatin... read more
