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Earlier this year, I successfully used the new import feature to import a 2022 tax return to create a new client. I tried doing the same thing today for a new c...
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1. Solo 601(K) should be an available strategy for all types of businesses. I was shocked when I was unable to add the strategy to a client plan because I also ...
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Has anyone been able to use the new Proconnect feature that allows you to import prior year 1040 to setup a new client? I tried to follow the steps on Intuit's ...
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Thank you.In terms of the mechanics in Proconnect, I am planning on treating the capital gain as gain on a primary residence which is less than the $250K/$500K....
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I have a new client who rented a property to a third-party through mid-2018. From that point on, the property was occupied by a family member who did not pay re...
