Are we ever going to get an update to form 8915F in ProSeries to include two disasters from the same year? A taxpayer should be allowed to take a $22,000 distri... read more
58-year-old, Single taxpayer. Had two W2's as her company was purchased mid-year. Both employers showed code W, Employer Contribution to Health Savings Account.... read more
I had a tax return today spit out Form 172 which I did not expect. I believe the amount on Line 3 of Form 172 was calculated incorrectly. The difference in my c... read more
I am filing a person's income tax that has CA, KY & WI as non resident and filing his NYS IT-201 resident taxes with some nys income. It is giving me credits fo... read more
Client made Federal extension payment at IRS.gov. IRS instructions say don't file (or efile) the 4868 form - the payment will act as the (approved) extension re... read more
Hi there,New to me clients. Husband and wife who own 4 rental properties. In 2022, two LLC's were formed, two properties in each, with the assistance of an atto... read more
I entered the Accrued market discount on the 1099-B worksheet (Form 8949) as an adjustment amount and entered D for the adjustment code. How come the market dis... read more
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
