New client. First time I will prepare return is for 2024. He was referred to me through a professional relationship. Info:- Divorce finalized in July 2024- I as... read more
I see that sometime last night, I crossed over the 30,000 thumb plateau. So that got me thinking about retirement. Based on my age, if I retire next year the 30... read more
I have a 1031 exchange from CA to another state. I filed the initial form 3840 and the annual form thereafter. The replacement property has sold and I know CA w... read more
It looks like the authorities arrested someone for the one of the highest profile crimes this week, but there is someone out there that has dodged arrest for mu... read more
Intuit link is defaulting to 2023 instead of 2024, when either we or the client access it. Is there a way to change the default to the current year 2024?
I am the administrator for my brother's estate. He has a 91K IRA that has been rolled over to an estate account by the investment company. My brother did not ha... read more
Hello Community,Hoping you all can provide insight and verify my suspicions on this one.My client, age 57, inherited 1/3 of his father's 401k. Some background o... read more
Hello,I am working on a 1120 for 2023 for a client and I am having trouble balancing schedules m-1, m-2 and L without having to move some numbers around. They h... read more
Proseries has been improving its K-1 (combined federal and state) reporting packets for partners. However, I noticed that not all of the state schedules are pri... read more
My sister and I set up a two Member NJ LLC for estate planning reasons. The only asset is a small vacation home that was owned by our now deceased parents. It i... read more
A new client brought prior year's (2023) Sch D. The short term loss was $4K, the long term loss was $22K. Is that what I put in the carryover worksheet? What do... read more
Morning All, I already tried searching here and couldn't find anything to help me.On my computer (admin) the column with for the invite to link is missing. It i... read more
