Help ! Does anyone know how I can CANCEL an EF request on my just-E-filed NYS client tax return? There was a miscommunication about their payment, with my think... read more
I went to open my 2024 Fixed Asset Manager and it would not load the Client because it said c:\famwin24\clients\303___R.F40(File is not a Data File).First time ... read more
Client rolled over $7,000 to a Roth from his MD 529 Plan. There were earning and basis as part of the distribution. The earnings should not be taxed or subject ... read more
My client has a partnership which is a loss. On his federal, he does not have any tax liability with no balance due or refund. Does this taxpayer have to file a... read more
My client wants to make one direct debit payment for the entire calculated estimated payments. Can someone explain how to do that in Pro Series Professional.
Client's financial institution did not disburse the 2024 RMD for an inherited IRA that they weren't aware of until I asked the client why she had a disbursement... read more
When preparing a simple trust, I have 2 beneficiaries sharing 50/50. One of the beneficiaries wants their K1 but wants to leave the other 1/2 in the trust- not ... read more
I was able to put in the R&D on the federal return easily enough va form 6765.However when it comes time to do the MA side of it, all of the instruction say to ... read more
Anyone else seeing this message multiple times for the past few days?"Please retry after some time. If the problem persists, reach out to our customer support"
I hearing from other proseries users that the EFT works ( NJ) for the first quarter but not on 2,3,and 4th quarters even then all 4 quarters were scheduled for ... read more
My client wants to pay all four quarterly payments on 04/15/2026 at once with one direct debit. Please give me the simple instructions to do this or tell me whe... read more
Hello,I have a final K-1 for a IRA/SEP/KEOUGH with the K-3 box checked. I have never ran into this.If I enter the K-1 as reported (all zero's but states K-3 is ... read more
