CLIENT FILES 1065 THEY RECEIVED A 1099 DIV CASH LIQUIDATION DISTRIBUTION IS IT REPORTABLE I WOULD LIKE TO SHOW IT IF POSSIBLE EVERYTHING I HAVE READ SAYS ITS NO... read more
Client gave me a 1099-B that is 293 pages, I know from past experience that the attachment will be way to big to email. How is the best way to handle this, use ... read more
Hi, can someone guide me how to trigger PTE calculations and enter payments in a NY S corp return? I looked at the article below and it's extremely vague and it... read more
Transferred 2024 files in January 2026 to Basic 2025. Today I realized I was missing a client in the Home Base. Checked 2024 home base and the file wasn't there... read more
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
