I have a couple where the husband passed on in 2025 and the wife is in a memory care facility. The wife's finances are handled under a POA by her son in-law, an... read more
Hello, I have a client who exercised non-qualified stock options and then sold the stock in 2025. He is retired so the only item on the W-2. The 1099 received f... read more
Been trying to get a non material participating share rental on 4835 with a 1099 Patr Box 6 DPaD to go through the efiles without getting rejected for no 8995-A... read more
The depreciation MACRS schedule looks good, but on the depreciation schedule it shows 0 for prior when in reality it was depreciated partially last year.
I entered 01/01/2025 as the Disposition date, when I enter o for days rented and 365 for days of personal use, I get an error message stating that the unit is a... read more
The unrecaptured Section 1250 gain worksheet was populated from a 1099-DIV, but the amount on line 18 of the worksheet does not populate line 19 of Schedule D. ... read more
Schedule K-1, form 1065, box k1 partner's share of liabilities, Box L on the bottom left of the 1065 K-1 shows partner's capital account analysis, like beginnin... read more
Client has a 1099R showing a Code H rollover from a Roth 401k to Roth IRA. Entering any amount on Box 1 of 1099-R with Code H in Box 7 triggers the checkbox on ... read more
I was told by the ProSeries Help Desk that I would have to go into the return each quarter to initiate each quarterly estimated tax payment. That doesn't seem ... read more
I am doing a final year fiduciary return for an estate. There is NOL from prior year. How do I enter this so that it passes through to the beneficiaries on Sche... read more
Jim-from-Ohio Level 12 ProSeries Professionalposted Mar 6, 2026Last activity Mar 6, 2026 by Just-Lisa-Now-
