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
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
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
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
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
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
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
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
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
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
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
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
