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    LouisZx
    Level 2
    Activity Feed
    • Open the return for your taxpayer.Go to Forms → Select Form.In the search box, type 1099-SA and open the form.After the first 1099-SA is filled out, look at the...
      LouisZx
      3
      Sep 27, 2025
    • Yes. If they worked or had a business running for that year, that return must be filed and marked that the client has passed.The personal representative of the ...
      LouisZx
      2
      Oct 03, 2025
    • n ProConnect, client engagement letters are typically stored or linked under the client’s file / settings / client letters & forms area. According to Intuit’s d...
      LouisZx
      Sep 27, 2025
    • Back up your data Before messing further, ensure all your ProSeries data, configurations, and any local files are backed up (databases, settings, etc.). You ...
      LouisZx
      Sep 27, 2025
    • Prepare Form 8962 manually / externally, attach as PDFUse the 1095-A data to manually compute Form 8962 (following IRS instructions)Save that completed 8962 as ...
      LouisZx
      2
      Sep 28, 2025
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    Member Since ‎09-27-2025
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