TP lived 6 months NY, 6 months CT. Earned $500k. W2 has $500 K in NY state box 16, and NY tax withheld in box 17. Box 16 also has 200 k with the words "CT lived... read more
SCHEDULE 1-A PART IV LINE 26 IS PULLING THE WRONG NUMBER.The phase out starts at $200,000 and goes to $300,000My client AGI is $214,166 but the program has phas... read more
Client took early distribution from Roth. 1099-R reflected gross distribution in box 1 ($12,300); nothing in box 2a; box 2b checked. (ProSeries checks box for R... read more
Hi, how do I add this form in proseries. I've done the following and I still don't see it as an option when I click on State- Checked the box for 1120S NYC- Inf... read more
Greetings all:Just looking for some reassurance. Never had to tell a client they owe over 120K between Federal and state. First I went into each asset and input... read more
I have an Ohio resident (full year) that moved into a School District in August 2025 that has a .75% SD Income Tax. I entered the Date Resident From & to as 08/... read more
Client received a 1099 K from eBay for sports jerseys he sold, some at a loss some he made money. He is not in the business of buying and selling, just every fe... read more
I have a client that has LTC insurance costs ($6020 taxpayer and $5897 Spouse). When I go into NYS IT 249, that premium cost is not transferred over. When I ent... read more
I prepared a 1040X that shows a refund of $2,077. The 1040X on screen shows Line 20 (amount owed) as blank, line 21 (amount overpaid) as $2,077, and line 22 (am... read more
I prepared a 1040X that shows a refund of $2,077. The 1040X on screen shows Line 20 (amount owed) as blank, line 21 (amount overpaid) as $2,077, and line 22 (am... read more
