ProSeries Basic - How do I input disability when the taxpayer is permanently disabled, I see a check for legally blind but nothing when there is a form of disab... read more
Hi,One of my client put $5000 in TIRA in 2024 for TY 2023 and again put 4500 later for TY 2024. Whole $9900 he converted to ROTH in dec 2024 but there was a bal... read more
My client has 1095A shared with other family member not on the tax return (this tp is 75% and other family member 25%)The taxpayer has excess repayment about $6... read more
My client received a 1099-R from New York State Teachers' Retirement System. I entered it into her federal return. When I went over to her NYS tax return (IT-20... read more
Unmarried couple live together with their shared children. One child was five in 2024, the other was three. Can they both claim a child on their respective retu... read more
I'm getting an error on Sub-S Schedule K-1 worksheet for the CA PTE Form 3804 checkbox. I have checked this box but I receive an error stating the checkbox must... read more
I'm helping a friend with their daughter's taxes. NY resident, worked in PA while in school. I know PA has local tax returns (not filed within ProSeries). Can a... read more
Have an installment sale for a storage unit business and its calculating a large income recapture for this first year. Is there a way to set it up where it will... read more
Client received a 1099-K from PayPal that was for a payment issued by his insurance company for damage caused by a tree falling on his home. Pro-series is treat... read more
CX is active duty and has a W2- with box 16 filled out NY state income. Now CX did not live in NYS all year and moved to Spain still on active duty.NY states if... read more
