I probably missed something, but I was unable to request a 2025 CA refund to be applied to 2026. Is this possible to do within ProSeries Basic? Thanks.
Is the federal Form 8879 applicable to state tax filings as well?Also, when submitting the return via e‑filing, is this form required to be attached, or are onl... read more
I love it so I can use a "what if I changed this number, how would it change the refund" in a split second. But in this client the refund keeps saying zero whi... read more
Has anyone had a client receive the "you won't receive your refund ....." but they didn't request a refund it was marked to apply all to next year estimated tax... read more
My client has a taxable interest amount of $4,450; Combined Social Security benefits of $92,240 on form 1040 line4b; Pension amount on line 5b; and Social Secur... read more
One time only in flipping a house. Purchased in 2019 sold in 2023. (He's behind in filing taxes)I have all the costs associated with renovations, operating expe... read more
Invoice Details:• Invoice #: INV-NM-ACT7564• Amount: $994.43 USD• Payment Method: PayPal Auto PayInvoice attached as PDF. Afraid to open it. It must be a scam?
I did some extensions and tax returns that include payment due with bank withdrawals dates of 4/11/2026.My clients said, as of today no withdrawals from their b... read more
The IRS has not withdrawn funds from clients. I have check the bank details. CA Franchise Tax Board has withdrawn from my clients bank but not the IRS. Client's... read more
I have a client who received a W2 (Box 1 Wages $67,548) and also received a 1099 NEC from the same company ($21,706). The client files as Single and had no othe... read more
