I have two situations -2 duplicate clients in ProConnect Link, both with tax docs but in different years?2 separate clients who were married in 2024?Thank you f... read more
Hi to all,Husband has a W-2 from IL from 1/1/2024 till end of April ( 120 days) . He got a Job in PA and has a w-2 from PA for the rest of the year (240 days, P... read more
A Sunday vent on why Pro Series cannot get the MO CR up and ready. When you work near state lines and 40% of my clients have two states, we are two weeks in and... read more
Just checking-form availability says it's ready to print but it still says form not final - do not fileI've updated and refreshed updatesanyone good to go on th... read more
IRS says you can efile Form 1120-H beginning January 2025. I can't seem to get the program to NOT want an 1120 filled out also. I think I have indicated that I ... read more
I have a 1040 Schedule C client who has carried forward the Social Security Tips Tax Credit from prior years because he had no tax liability to offset it agains... read more
I'm trying to renew from Basic 50 to unlimited. I cannot get to the dropdown screen inside my software. Do I have to reach out to customer services. Are there a... read more
Taxpayer is 80 years old. Her son is mental. They have a lawyer trying to get disability. Doctor claims he is unable to work. She pays his rent. He lives in a g... read more
Taxpayer makes $150,000. Her son just turned 18 in December and was 17 for 11 months of 2024. He is a senior in high school but made $39,000 in the summer as a ... read more
I have an adult client who received a 1098-T form. He qualifies for the Lifetime Learning Credit. I am getting an error to complete the Due Diligence checklist,... read more
I missed getting the required 18 hours of CPE and didn't (couldn't) renew my PTIN by 12/31/24. I'm an 'inactive' licensed CPA. Can I take the required coursewor... read more
on 1099-R input sheet, is just the line regarding the charitable contribution entered or should the RMD line just below it also be completed?Am afraid that ente... read more
