Preparing an Oklahoma state return with a credit for tax paid in other states. It requires the PDF of the other state and W-2. I've attached but cannot get the ... read more
I have a client that turned 26 in middle of year. IM filling out the 1095A and I just have the figures of when he went on marketplace insurance because he no lo... read more
MA Client filing Married filing Joint has a Grantor Trust that only item is a 1099-R. The Trust allocates the 1099-R income to both of them 50/50.I was able to ... read more
Taxpayer has a suspended passive loss on Schedule E from prior years. The property is now converted to a second home. Is there any way to eliminate the Schedule... read more
30 year old client had a $2,723 excess ROTH IRA contribution carried forward to 2025 from 2024, because his 2024 earned income was only $4,277. He already contr... read more
Never had to do this before:30 year old client had a $2,723 excess ROTH IRA contribution carried forward to 2025 from 2024, because his 2024 earned income was o... read more
Does the FBAR need a separate 8879 to be e-filed? When I highlight the return and the FBAR for eSignature request, then check the forms that will be signed, the... read more
I am trying to add additional children on 4547 form. Have a 3rd child and can't find where or how to open another form 4547, which they say is used for addition... read more
I have called in twice today to Proseries and visited with Annette and Steven who were very polite and helpful.In summary, I have been unable to get into my Pro... read more
