Fairly certain I asked about this previously, but I can't find the post so here we go again. Merrill Lynch Tax Reporting Statement shows OID in the attached pic... read more
Year ended 2024 does not allow for additional lines to add description for the activity. Prior years we could include verbiage and put a zero in the amount colu... read more
Starting in 2023 Lacerte when preparing a power of attorney Form 2848 we are required to put a 1 to "Print with complete return". If we want to print the power ... read more
Need a workaround. 02/19/25 update now requires RMD info on every 1099-R. Don't have this info, cannot get this info and on certain pensions, etc. this does not... read more
My client over contributed $14K in his SEP in 2023. He did not report it on his tax return. I entered his 2023 return with the excess contribution and proseri... read more
It seems that CT pass-through entity returns will not be available until March 18th? The returns are due March 15th. Never mind then engagements piling up alrea... read more
In the client information I have done the following, but am still getting the critical diagnostic error:-Indicated date of death for taxpayer-entered ID verific... read more
After 20 plus years using ProSeries, this is my first year using Proconnect, so please bear with my ignorance. I sent a client link request, they accepted and s... read more
My client sold 6 lots in oklahoma. They should be excluded from OK capital gains, but the form will not populate. It does populate from the 1040 to the top of 5... read more
Where do I enter IRS Direct Pay amounts for tax year 2024? There is a large balance due and no estimated payments were made. ProSeries shows the calculated Line... read more
First time I have a loss on an 1120S, however, the shareholders do not have any basis anymore. So they should not be able to deduct the loss. I can't seem to fi... read more
I've downloaded the 2024 Pro Series and it worked fine until Dec 22,2024. Now after I sign in it opens, but the menu bar goes grey and nothing can be accessed. ... read more