Trying to download 1099-B, DIV & INT from financial institution (RBC) into 2025 ProSeries and the download is bringing in 2024 transactions instead of 2025. Nei... read more
Client's employer contributed $3600 to an HSA ( In December 25)I coded it properly. It is showing that they get a deduction for $700 (4300-3600) for this . What... read more
Husband and Wife filing Married Filing Separately for Student Loan Purposes. Wife has the Marketplace and filed a 1095-A and the e-file accepted. Husband's e-fi... read more
It's been a while and I want to get this right. I've got a client with a lump sum Social Security disability payment. Most applies to 2025, but a portion applie... read more
Form 4884 for Michigan retirement and pension deductions is doing the full deduction for a client of mine that was born in 1964. I thought it was suppose to be ... read more
I'm new to ProSeries - does the program support the Safe Harbor statement to attach to the return for Rev. Proc. 2019-38 to make rental properties a Trade or Bu... read more
