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  • How do you enter an employee stock purchase that's on a 1099-B and included in the W-2?
    djliney Level 1
    ProSeries Professional
    posted Mar 22, 2025
    Last activity Mar 22, 2025 by Just-Lisa-Now-
    1 1
  • If I have a 1099R with code 7D with no taxable amount, and box 1 and box 5 employee contribution is the exact same amount. There is no taxable amount, correct? ... read more
    dr58lj15 Level 3
    ProSeries Professional
    posted Mar 22, 2025
    Last activity Mar 22, 2025 by BobKamman
    1 1
  • Why doesn't line 4a populate with the gross distribution even though it matches the amount in line 4b of the Form 1040
    mikedevineoffice Level 1
    Individual ProSeries Basic
    posted Mar 22, 2025
    Last activity Mar 22, 2025 by BobKamman
    3 2
  • Anyone know how to get the NJ sales tax per the chart on worksheet K to flow to the return. For years I have been overriding but either I am missing something o... read more
    MICHAELMARS Level 5
    ProSeries Professional
    posted Mar 22, 2025
    Last activity Mar 22, 2025
    0 0
  • Where do I enter an "Interest shortfall on contingent payment debt"?
    Shirley79 Level 4
    ProSeries Basic
    posted Mar 22, 2025
    Last activity Mar 22, 2025 by Shirley79
    1 2
  • Hi everyone, thanks for your help.The case is about Head of Household (HOH) status.Last year, the mother lived in California with her 19-year-old child, who was... read more
    HOPE2 Level 9
    ProSeries Professional
    posted Mar 22, 2025
    Last activity Mar 22, 2025 by BobKamman
    6 2
  • Taxpayer sold rental property. Checked off complete taxable disposition on Schedule E Worksheet. Entered date of sale in Asset Entry Worksheet for the property ... read more
    Nicholas Raynes Level 1
    ProSeries Professional
    posted Mar 22, 2025
    Last activity Mar 22, 2025 by Camp1040
    7 3
  • This is now the second year that the Personal Allowance Worksheet has calculation errors in Part VI and Part VII.- Part VI, Line 3 value that is supposed to rep... read more
    mfriedman Level 2
    ProSeries Professional
    posted Mar 22, 2025
    Last activity Mar 22, 2025
    0 0
  • Good morning,I have a new client who receives two pensions. One of her own, and one from her deceased husband. On the paper form, the document requires the taxp... read more
    SensibleandHourly Level 8
    ProSeries Professional
    posted Mar 22, 2025
    Last activity Mar 22, 2025 by BobKamman
    3 3
  • I prepared an amended return for 2023 and the federal amended went through, but the state (Michigan) won't let me highlight the box to transmit. The reason stat... read more
    sforsman Level 1
    ProSeries Basic
    posted Mar 22, 2025
    Last activity Mar 22, 2025
    0 0
  • The instructions for line 11 shows to enter the sum of line of 9 less line 8. The individual we're working on has credit from taxes paid on K-120S. ProSeries is... read more
    jkfmsi Level 3
    ProSeries Professional
    posted Mar 22, 2025
    Last activity Mar 22, 2025
    0 0
  • I entered the K-1 info for the beneficiary which only had interest and dividends. I am getting an other income statement with an amount entered that I do not kn... read more
    ykbce Level 3
    ProSeries Basic
    posted Mar 22, 2025
    Last activity Mar 22, 2025 by ykbce
    2 2
  • Client sold several batches of restricted stock units that were vested in prior years. On the broker's Supplemental Information page, most of the transactions l... read more
    Sdh1 Level 1
    ProSeries Professional
    posted Mar 21, 2025
    Last activity Mar 22, 2025 by sjrcpa
    7 6
  • My client received $133K from DFAS retirement. Proseries is allowing the entire amount to be deducted on line 60 of the Subtraction page. (He is 65 yrs old.) Wh... read more
    Greta Level 9
    ProSeries Professional
    posted Mar 21, 2025
    Last activity Mar 21, 2025 by Greta
    2 2
  • What special filing do I need to do in this situation? Does the client need to pay FICA at filing? Is there a form I need to fill out?F1 Visa in 2019F1 CPT in 2... read more
    parvitstax Level 5
    ProSeries Professional
    posted Mar 21, 2025
    Last activity Mar 21, 2025 by sjrcpa
    0 1