I have client's 1040 government and client copy are different and do not have the same refund. They have auto loan deduction and overtime deduction which is cau... read more
2025 Form W-2 has the following:Box 1 (Wages): $5,236Box 11 (Nonqualified Plans): $5,236Box 16 (CA Wages): $2,288Employee is retired and lived in CA for all of ... read more
Hi there,I filed a DE C Corp tax return and enable the ACH payment method for the 2025 balance due. The return was accepted by DE. However, the payment was REJE... read more
ProSeries - PLEASE FIX - The capital asset sales worksheet does not properly carry the Form 8949 reporting exception transactions down to the Brokerage Statemen... read more
Seeking advice, how to handle this situation.TY 2023, client received a K1 (1065) showing box 1 = $105,000. 2023 TY filed and paid.He recently received a letter... read more
I have a client who is getting his insurance thru Marketplace but has no info in box B or Box C. He has high income and pays the amount listed in box A. When I ... read more
I've never filled out or filed an insolvency debt worksheet linked to Form 982 to exclude this income from tax. Is it common? What are the chances the IRS appro... read more
Hi,I'm working with a cash basis client. His payroll agency debited $80K from his account on 12/31/2025 to pay his employees/taxes/benefits on 01/01/2026. My re... read more
Mistakenly clicked "No" when should have clicked Yes" for "Was an 8339 form filed in a prior year for same child" because first Carryforward started in 2023 wh... read more
