Hello all,I entered the data from the client's 1095-A into Proseries. Form 8962 line 24 is 17,189 and line 25 is 22,667. Strangely, lines 27-29 do not populate ... read more
Working to complete and tax return and first time receiving 1099-S. Client received form from inherited property of deceased parent that was sold and proceeds w... read more
I filed a return and checked the box indicating that person is dependent on another return. When it sent thru it did not show as that causing the other HOH retu... read more
Client is part time college student, aside from working. He transferred $7,000 from a 529 to a Roth IRA. 1099-Q distribution of $7,000, 5498 Roth IRA contributi... read more
Please help, I filed a couple together than separated them, which was a better choice. I deleted the joint file and kept the separated ones. The husbands wen th... read more
My client created a new Family Share Trust with a new EIN in October of 2025. The letter from the IRS stated the 1041 is due by April 15th 2026.Client would lik... read more
On the Form1099-R Worksheet, line B 4, ProSeries calculates how much of a distribution can be converted to a Roth. I don't understand where this figure is comin... read more
Have had three returns with 401K/Trad IRA conversion to Roth. On the Alabama Pension Exclusion worksheet that feed into the other income section of the Form 40 ... read more
I need some suggestions on a good, reliable SSL certificate provider. Not loving the one i have. If anyone has a suggestion it would be VERY appreciated.
Client letter is printing the first page off center. Pushes text to the left and leaves some text missing. Started two updates ago. Anyone else experiencing sam... read more
I have a client who has historically paper filed - CPA used ProSeries Professional. This is the first year for me preparing the return and the client has agreed... read more
