When I get a new tax client, I always create the previous years tax return in Lacerte in order to produce a tax organizer with the previous years tax data. Sinc... read more
I have a client who made an excess contribution to a Roth IRA and so they withdrew it before the tax deadline and got a 1099-R with distribution code P.My under... read more
I created a 1065 for a client. They showed me a letter from the IRS accepting S-Corp status.Ok, that's easy, file a 1120-S, amend 1065.Here is the problem.The d... read more
I know Form 8879 is an IRS form regulated by them, but can we not get the year put back on the 8879 like it used to be? It's on the 8453 for Alabama but not on ... read more
HiI had a client that received a CP53E. The notice said they couldn't direct deposit refund and taxpayer needed to go on website and give them correct info.Prob... read more
Quote was posted on myproconnect.. I am ready for tax year 2026.... year end cannot get here soon enough.. been a week since the tax season crunch ended.. enoug... read more
Is there any reason ProSeries still doesn’t support e-filing for Ohio RITA returns?There are multiple other tax software platforms that handle RITA e-file, yet ... read more
I have a client that needs to go back to 2018 to file an amendment, but I can only go back to 2019 in ProConnect? I can't remember, but I do think there was som... read more
If several lines of stock transactions have been entered in Form 8949, can you insert a line in between?I entered at the end the missing line and saw in Form 89... read more
Tp and spouse received an identical letter with the same late payment penalty. Does that mean each must pay that amount? IOW, is the penalty X + X, or doubled?
Jim-from-Ohio Level 12 ProSeries Professionalposted Apr 22, 2026Last activity May 4, 2026 by IntuitKate
