I'm preparing a complex trust tax return. The trust reports activities from three K-1s. Two of the K-1s reported charitable contributions for the year. When ent... read more
Are city rebates for home improvements taxable? Client received a 1099 from the city. Seems to me the rebate should reduce the amount of the improvement added t... read more
The following diagnostic is generating: Schedule B, Total interest and total ordinary dividends must be greater than zero for e-file purposes. The negative amou... read more
Decedent and grantor died March 30, 2023. The trust has become irrevocable, and it has been funded with stocks. An EIN has been granted. No distributions have b... read more
My 77-year-old client is a realtor and property management assistant to an elderly woman (~86 years old) who is also a client. I have never met her. She was rec... read more
i'm entering an individuals partnership k-1 information. Box 20 with code AG for gross receipts section 448c. It says it's not provided for in the program and t... read more
My client has two Schedule C businesses. One of the businesses was quite profitable last year, the other barely. He is setting up a Solo 401(k) in the name of t... read more
I am trying to amend a 2022 return that was prepared and e-filed in September of 2023. It was then revised in the software on February 1, 2024, but not done as ... read more
Some Line amounts have to be manually entered on the tax form because they don't automatically populate on the any tax form line. I would like to see this impro... read more
Hello,My client has lived in North Carolina the full year after her separation from her New York City husband. For state tax purposes, alimony is deductible to ... read more
I have a client whose 1095-A had column A completed and 0 for column B & C. I went online and calculated the proper amount to enter in Column B and put 0 in col... read more
Latest Update: Version 44.0925Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more