I delete all percentages on "Beneficiary's Smart Allocation Worksheet" but when trying to use Direct Entry method below, the fields are empty, but when I try to... read more
I have a client who has been receiving a lump sum alimony payment since 1988. The spouse passed in 2024 so the alimony was paid from the estate and since it's c... read more
What is the best and most efficient way to enter sales reported on 1099-B with boxes A and D checked if they include wash sales? Can I use the section for Form ... read more
Client A and Client B are long time clients. They married in 2025. He was a basic return - she has a business. Am wondering if there is a way to combine the ret... read more
Hi, everyone.I have a client who I e-filed their 1040 & state returns in early Feb. 2026.In the first week of March, they received an amended composite 1099 for... read more
Several of my clients that chose to receive a refund check because the did not have a bank account or just do not want their refund directly deposited are now r... read more
Good afternoon!I have a client who is a US resident and not a bona fide resident of Puerto Rico. He worked in PR for three months and received a 499R-2/W - 2PR ... read more
The overtime amount is not reported on box 14. When completing Part VII, Deductible Overtime,I get a calculated deductible overtime amount, but the qualified ov... read more
