Calculate federal and state withholding rate on each W-2 and 1099R

[curt1]

Please add a quick visual for the preparer and/or analysis report that can be printed for clients showing their federal and state withholding rates for each W-2 and 1099R.  I'm finding a lot of surprised clients wondering why they have balances due or large refunds.  Most of the time it takes me a few minutes to analyze that withholding is off (when I don't have a few minutes).

Also on the report, show the taxpayer's eligibility and max contribution to tradl, Roth and SEP IRAs; and the corresponding savings they would recognize.

And of course, make sure ALL STATES have a year over year comparison report.

[Intuit_Ruben]

Thanks for the idea to add a quick visual for the preparer and/or analysis report that can be printed for clients showing their federal and state withholding rates for each W-2 and 1099R, a report to show the taxpayer's eligibility and max contribution to traditional, Roth and SEP IRAs; and the corresponding savings they would recognize, as well as a year over year comparison on all states. . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.>>  ProSeries Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.