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Proseries professional as well!
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Yes - I do something similar. I think a "do not transfer to next year" box would make the process drastically easier and more efficient.
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I appreciate that information very much! However, I don't believe that will work if it's a rental property or home office - anything that goes somewhere besides...
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Clients frequently receive their 1099-SA forms electronically and so they often miss the receipt of the actual form. If they have used a form 1099-SA in the pri...
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Often a client refinances or sells their home and there is no way - other than making a note for next year - to remember that we should not be asking for a part...
