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A client with a benefit from a nephew now owes more and is getting penalized. Her pension was not selected as Spouse but ProSeries gave a refund like she was on...
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March. I went back and changed the code to N to see the difference. It did change the refund amounts for most. But doesn't exactly match the adjustment from the...
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Clients are getting letters from the state of Michigan to adjust retirement income who have had 1099-R with code 4. In ProSeries the MI calculation is excluding...
