I have a 1099 B with federal tax withholding. When I found the place to add it in on the 1099B adjustments worksheet, Part IV, it put in on the 1040 correctly b... read more
I am preparing a 1040 for the first time. This is a long term client but I have never prepared the 1040 before this year. Turns out, they were using ProSeries t... read more
Client is self employed and for all of 2024 purchased health insurance through the exchange. ON the1095 a input sheet i have linked the exchange policy to the s... read more
Hello,Is anything using Proseries Basic and trying to complete the NH interest and dividend return?I downloaded the NH software but it says my client doesn't ne... read more
When you are entering the additional dividend information, you can enter state information, but only for one state, but the dividends exemptions relate to multi... read more
I'm using the Tax Planner for 2025 and have a MFJ with a projected AGI for 2025 of $66,716 using the standard deduction. The tax planner is showing $0 for incom... read more
Ironwoman checked her e-mails before coming into the office this morning. This was a great start to a Monday! As a side note, since the return is made up of the... read more
Why is ProSeries transferring a capital loss from a passive Activity in Box 9a of the Form 1065 K-1 directly to the Schedule D bypassing the Form 8582 in spite ... read more
Tried opening a clients return, message received says locked out by another user. There is no other user. Tried to fix using help message and was told I didn't ... read more
Hi,When doing 1040 returns on ProSeries, is there a way to mark the amounts on the return (ex. W-2, Schedule B, and 1099-INT) as reviewed? Like have a checkmark... read more
Hi there,I've been trying to send a client an eSignature request since yesterday morning and keep getting this error:Anyone else? What should I do?I already upd... read more
The individual is a retired individual who was a minister, but not now. He has (6) 1099 Rs' and of course his 1099 SA. Do I enter all of these just like any oth... read more
Are there other client letters available? I don't like the standard client letter.IF not is there training available to know how to change the existing one?
Typically I enter each wash sale on the 1099-B worksheet.Now I have a situation where I've already see 26 and am not yet done counting. All the transactions hav... read more
