When exporting a K-1s for entities that a relatively large number of shareholders, members or beneficiaries, can the entity name and return year be added as a p... read more
Client qualified for $1900.00 Property tax credit, Michigan refunded $348.Client received letter from State of Michigan saying they adjusted her refund, but did... read more
I'm sure I can't be the only one with this!!!Has anyone rec'd letters from personal tax clients about eliminating the School Tax Credit(s) on the 1127 Schedule ... read more
So, is it too much to ask that the "Home Sale Worksheet" allow entry of "inherited" instead of a purchase date? They lived in it four years after his sister lef... read more
Hello,Trying to send an esignature request to client for a 2023 amended return. Amended return is complete, error free.Original return was approved via esig.All... read more
Hello all,Much like the post here below, I accidentally selected no but would like to have selected yes. I did go to the original amounts on the side bar but th... read more
Doesn't the above client have to declare the basis of his new home as income since he will put his name on the title?Or is it just a distribution to him.He is t... read more
Can someone assist with the following California trust withholding issue?My client is the sole trustee and sole beneficiary of a nongrantor trust filing its fir... read more
It would great if the option existed to be able to have anything we have added as a PDF attachment to the return print as part of complete return. Would be grea... read more
