IntuitSusanY1

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Employee Tax Expert

About

I have worked in financial services and tax since 1999. I am a Chartered Financial Consultant (ChFC), a Certified Financial Planner practitioner (CFP® ), and Enrolled Agent (EA). I also have a Master of Business Administration from the University of South Carolina. I have worked with Intuit in various seasonal tax support roles since 2010.

Products

Lacerte Tax

Experience: 2 years
ProConnect Tax

Experience: 8 years
ProSeries Tax

Experience: 15 years

Details

Expertise

Expat tax, foreign tax, multi-state, Sch D/8949

State proficiencies

SC, NC, VA, GA,

Activity Feed

Posts
Replies

Re: Activate Form 8878A (authorize to efile 7004 w/ payment)?

Make sure that you have also checked the "Ext" box on the line for Federal Form 1041 under "Choose Returns to be Filed Electronically" in Part VI of the Informa...

IntuitSusanY1

Apr 15, 2026
Re: Taxable Scholarship issue

Yes, this is correct in this instance assuming the taxable scholarship you outline here is the only income on the dependent student's return. The weird twists o...

IntuitSusanY1

1

Apr 16, 2026
Re: Form 5695

The Line 24 entries are limited to the $600 credit each. You can see this on the form itself at 24d. For items qualified for the $2,000 credit, use line 29. Thi...

IntuitSusanY1

Apr 12, 2026
Re: How to enter the sale of a rental property (partnership 1065)

If any of the assets you're disposing used bonus depreciation or Section 179 depreciation, try entering a 0 for the prior year depreciation.This should resolve ...

IntuitSusanY1

7

Apr 14, 2026
Re: How do I get rid of the error on the check box for efile amended 1065X

Can you tell us a little bit more about the error that you're receiving? Is the checkbox just red, and if so which box specifically?

IntuitSusanY1

Apr 12, 2026