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Thank you for providing these suggestions. I am now able to copy a tax return from one client to another. However, the newly created "Copy" return does not have...
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I have a client, a married couple, for whom I jointly filed a return a few years ago. They soon decided that they preferred to file separately. So, now I have o...
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The 1098-C does not need to be attached. PTO has an input screen for non-cash contributions over $500. The info from the 1098-C can be entered on that screen.
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Apparently, form 8283 needs to be completed and the 1098-C form needs to be attached as a PDF to the tax return.
