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Best practice here is to just individually transfer client files once you are ready to start working on them. Avoids transferring legacy clients who are using s...
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It's available, I downloaded the program a couple of weeks ago.
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Yes. The entire point of attaching the Form 8949 submission is to facilitate reporting of capital gains when electronically filing a return.
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I have been getting around this annoying ProSeries policy by using the override function to manually enter the information on the Form 760-PMT, then printing it...
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As tax accountants, this is frankly not our issue or problem. Clients can contact the White House if they want details on how this new account works.
