Activity Feed
- Posts
- Replies
-
Will the information automatically populate from last year's return? There is no way we can remember if someone took the three-year option and I doubt many clie...
-
Agreed! I was told they did this on purpose! Why? It increases the risk of mistakes and slows everything down. When we enter information on a client, we don't w...
-
-
The 1099 R summary is showing an incorrect distribution amount. Lines 22 and 25 are correct, but line25 C is higher and incorrect. This number is being transfer...
-
