Greetings all:Just looking for some reassurance. Never had to tell a client they owe over 120K between Federal and state. First I went into each asset and input... read more
I have an Ohio resident (full year) that moved into a School District in August 2025 that has a .75% SD Income Tax. I entered the Date Resident From & to as 08/... read more
Client received a 1099 K from eBay for sports jerseys he sold, some at a loss some he made money. He is not in the business of buying and selling, just every fe... read more
I have a client that has LTC insurance costs ($6020 taxpayer and $5897 Spouse). When I go into NYS IT 249, that premium cost is not transferred over. When I ent... read more
I prepared a 1040X that shows a refund of $2,077. The 1040X on screen shows Line 20 (amount owed) as blank, line 21 (amount overpaid) as $2,077, and line 22 (am... read more
I prepared a 1040X that shows a refund of $2,077. The 1040X on screen shows Line 20 (amount owed) as blank, line 21 (amount overpaid) as $2,077, and line 22 (am... read more
One Shareholder owns 100% of S Corp but ProSeries is looking for the information for a 2nd Shareholder and gives me error messages which I cannot remove
Any idea when the program will update to allow filing of 1099-Q that has QTP to Roth transfer? I cannot seem to find anything under forms availability. Thanks!
Screen 6 should have a tick mark by each ES payment that was set up to be paid when the return was e-filed. This is a simple carryover. Even AI could figure t... read more
I have a client that enrolled & paid tuition. She got sick and had to unenroll, but the college won't give her a refund. Can she still claim the education credi... read more
Hi,One of my client rolled over 250k from 401 k to Roth. He gave me the 1099 R with whole amount is taxable and code G in box 7. This all are correct. But the a... read more
Now when preparing an Idaho tax return, it is not printing or being included in the letter.Normally the letter states:Your federal tax return will be electronic... read more
In 2025, Travel agent failed to submit claims for services performed/earned and subsequently did not receive payment. Stated will submit claims for 2025 service... read more
