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
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
Jim-from-Ohio Level 12 ProSeries Professionalposted Mar 6, 2026Last activity Mar 6, 2026 by Brainstrom
