Hello,I seem to remember bits of discussion in the past about the VITA? Program. A community member has asked if I would be consider being part of a volunteer p... read more
IRS has released (in draft form) the new IRS Form 7217. Looks like this form is required to be filed by individuals on their 1040 and it's purpose is essentiall... read more
I have Schedule C loss carryforward from previous year but it is not being applied to current year Schedule C income to lower my tax liability. Is there a certa... read more
program kept saying to close quickbooks before installing 2024 Proseries but QuickBooks was not even opened. Gliches 3 times, shut down restart 3 times. Try to ... read more
"Hi all,Wishing you all prosperity and success this tax season!A new client mentioned that his wife only occasionally does work for the business on a truly inde... read more
I purchased a new PC and lost my customized template from the previous year. I was able to copy it from another PC that had the template. If you are not using c... read more
New client. First time I will prepare return is for 2024. He was referred to me through a professional relationship. Info:- Divorce finalized in July 2024- I as... read more
I see that sometime last night, I crossed over the 30,000 thumb plateau. So that got me thinking about retirement. Based on my age, if I retire next year the 30... read more
I have a 1031 exchange from CA to another state. I filed the initial form 3840 and the annual form thereafter. The replacement property has sold and I know CA w... read more
It looks like the authorities arrested someone for the one of the highest profile crimes this week, but there is someone out there that has dodged arrest for mu... read more
Intuit link is defaulting to 2023 instead of 2024, when either we or the client access it. Is there a way to change the default to the current year 2024?
I am the administrator for my brother's estate. He has a 91K IRA that has been rolled over to an estate account by the investment company. My brother did not ha... read more
