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Per client:For taxable IRA distributions, I see $6k listed and counted towards AGI but I believe it should be $0. The background is, in Jan'23 I did a backdoor ...
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I opened up the return and put the monthly totals in, but the 8962 just totals the monthly amounts.I just took the LTR 12C and handwrote on it where I thought t...
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My 2nd client of the season presented me with the above letter, which requires that I enter the monthly premiums, etc. for the 1095-A, not the annual totals.I'v...
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New client.I entered the $11000 he had carry forward from 2024 on the 2025 Sch D Carryover tab.He had no other Sch D activity.Why did ProConnect deduct the full...
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In order for me to get it to work was the following. (At least I hope it works.)Enter 1099RDetails/Form 8606, Enter the amount in "Conversions to Roth..."Adjust...
