Pro Series in bypassing Form 8949 in reporting sale of stock and securities. My understaning is that because there are more thann 100 transactions. Is there a w... read more
Do any of you have clients who are retired teachers.?My wife is a retired teacher, and boy did we ever get a very pleasant surprise from social security recentl... read more
At the time of his death, the father of my client had an IRA at a bank. The IRA was under a family trust with two brothers as the named beneficiaries The brothe... read more
Does anyone know where the spouse signs the gift tax return giving the spouse consent to split the gifts. The letter says line 18 of page 1 but that is not corr... read more
Facts: T/P's died in 2024, there was only a revocable living trust. Attorney setup bypass trust, by applying for FEIN, however, no assets were placed in this tr... read more
I have a client that opened a corporation (form 1120) in the year 2020. He claims that he has not used this EIN for conducting business. He has not had any inco... read more
Thanks to all of you for help when needed. I do have a question. I have a new client that gave me his fed. schedule k-1 beneficiary's share of income and deduct... read more
I have a 1099 B with federal tax withholding. When I found the place to add it in on the 1099B adjustments worksheet, Part IV, it put in on the 1040 correctly b... read more
I am preparing a 1040 for the first time. This is a long term client but I have never prepared the 1040 before this year. Turns out, they were using ProSeries t... read more
Client is self employed and for all of 2024 purchased health insurance through the exchange. ON the1095 a input sheet i have linked the exchange policy to the s... read more
Hello,Is anything using Proseries Basic and trying to complete the NH interest and dividend return?I downloaded the NH software but it says my client doesn't ne... read more
When you are entering the additional dividend information, you can enter state information, but only for one state, but the dividends exemptions relate to multi... read more
I'm using the Tax Planner for 2025 and have a MFJ with a projected AGI for 2025 of $66,716 using the standard deduction. The tax planner is showing $0 for incom... read more
