I have a self employed individual who obtained insurance from the Market Place and she paid $5,457 for insurance in 2024 for 12 months of coverage while she was... read more
An AZ taxpayer is filing a NM nonresident return because of a land sale. He has out of state muni interest (from neither AZ or NM). The program is carrying the ... read more
1. This survivor's trust has these provisions. The trustee and the surviving settlor are the same person. Is it a simple or a complex trust?The trustee shall pa... read more
I have a 90 yr old and doing taxes. This year she paid close to 40,000 to a service for home help. This covered everything. Medical help, getting ready for bed,... read more
If you have a consulting firm with non-SSTB activities, I would like to know your advice or your experience about using the crack-and-pack strategy.My clients a... read more
I have a client that inherited 37.5% ownership of a closely held S-Corp. There were 4 owners, and my client was a 22.5% owner until the inheritance. My client h... read more
I have a client who is selling a partnership interest for $1,000,000. His basis is zero, other than his share of the partnership liabilities, which is also $1,0... read more
I am finally able to file my clients' returns, which have a NOL carryover. I was successful in attaching PDF files electing to forego the carryback period...exc... read more
I received an email from "Research team" looking for people to speak to regarding advisory. They request that a survey be downloaded. The wording is a bit off. ... read more
We are aware of a phishing campaign targeting our customers asking you to download a security patch. This email is not from Intuit as we would not ask you to do... read more
The Form 172 is now available, but I can't get it to print with a filing copy and in my situation the Carryover Worksheet was the form that was generating an er... read more
TP divorced in 2023. TP lived in host until sold in 2024. $400K gain to report. Former spouse retained share in home and net funds after sale were split. 1099-S... read more
A PERSON LIVED IN CALIFORNIA FOR ONE MONTH AND HAD 1095A FOR ONE MONTH AND ALSO HAD PENSION AND ALIMONY INCOME BUT NO EARNED INCOME. DO I PRORATE TO CALCULATE C... read more
Intuit_Al Community Manager Lacerte Tax ProConnect Tax ProSeries Taxposted Mar 20, 2025Last activity Mar 20, 2025
