Can anyone help resolve the following issues in ProSeries?> Tax summary instruction doesn’t match the return and Form 8879 for the amendment.> Tax letter ... read more
Hi to all. A couple on J-1 and J-2 visas mistakenly filed jointly as residents. I understand that if a couple qualifies as residents and files jointly, they hav... read more
Hello community! I've been making a list of issues that I haven't been able to resolve. Any suggestions would be appreciated. I've sent a list of these items to... read more
I recently received my 2025 ProSeries renewal invoice that showed a 40% increase from tax year 2024. I have called 4 times asking the question - why did it incr... read more
While preparing a CA 541 return, the estate had liquidated a retirement account and income tax was withheld. In the proseries program, it only allows you to ele... read more
Here are some issues I'm having with state returns, any suggestions?> Tax preparer name and phone are below the lines.> For Ohio, does not change the date... read more
Can anyone provide solutions to the following issues...> Tax summary instruction doesn't match the return and Form 8879 for an amended return.> When switc... read more
Hello everyoneI have a truck driver client that works for a company that issues him a 1099-nec each year. This clientuses the companies truck and is not reimbur... read more
New client has a rental property that was an Airbnb. The city ordinance no longer allows property to be rented as an Airbnb.The property became a long term rent... read more
I am attempting to log in to ProSeries 2023 on Windows 11, and the sign in screen simply keeps spinning.It doesn't happen for other years.At the moment, I canno... read more
I am using the proseries professional product for the last several years and the first time the 2024 program client non payment or underpayment penalty calculat... read more
Need some expertise help please.New Client M. sold his restaurant business in 2022. Sale was not reported on his return. It seems he sold it at a loss and just ... read more
Client amended forms 941 for 2020 and 2021 to claim the ERC, resulting in a refund of $520,000 being received in 2023. I am trying to confirm the correct way to... read more
