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Does anyone else find it difficult to drag and drop questions or document requests in the Client Questionnaire and Document List settings, in Organizer Template...
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Just an idea: When ProConnect times out due to inactivity, the last screen I was working on continues to appear, rather than switch to the login screen. One, th...
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I follow you. Yes, the 1099-Q in question does show a parent's name and SS number. I'm having the student take the American Opportunity Tax Credit, so I was pla...
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You do realize that this is the child's tax return I'm talking about, right? Not the parents' return. (And right, she is not being claimed as a dependent by the...
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Hi, Kallana. That's a brilliant if laborious workaround. It's ridiculous that we have to do that to address this scenario, but that can be a topic for software ...
