I have a client that cashed in a whole life policy and received a 1099R in the amount of $15,794.45. The 1099 shows nothing in box 2a or box 5. I am thinking th... read more
Opened up an earlier year of Pro Series, and the Tax Tips popped up. These tips were great and I enjoyed reading it. Maybe Pro Series can bring it back? If so, ... read more
Hello, we have been trying to get our system generated invoice dialed in for years. We would like to remove the spaces between items in the Miscellaneous fees a... read more
Don't know if this is programming issue from recent update or if it's just the first return I've had this situation...... Total on Schedule 1 Line 4 is adding a... read more
I have a client who is trying to claim the tax credit for his solar panel installation last year, and his EV charger installation the same year. However, when h... read more
A client had a second home that was a rental property. During 2024 the rental property activities ceased, andthat home is now his primary (and only) home. I sto... read more
I am amending a 2023 return because the company sent out corrected w2s. Problem is that the previously reported amounts on the corrected do not match the amou... read more
As long as form 172 has arrived, I'm guessing everybody in ProSeriesland is as happy as a pig in mud. So with that thinking in mind, Sven and Ole are staying ou... read more
T/P received a promotion during the year. She received 2 W-2's at year-end, one for each position, and excess FICA was withheld. The W-2's have the same FED ID#... read more
Both T/P's died in 2024 - had following expenses RE: Medical transport?1. Transported 90 yr old wife disabled (S) to see her dying husband in hospice. - $3032. ... read more
