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BrianG932
Level 3
Activity Feed
  • It appears the credit is showing up correctly, but the program then requires the completion of the Joint Occupant form, which is only to be completed if the spo...
    BrianG932
    Feb 28, 2023
  • There is a "Form 5695 - Copy 2" for married filing jointly with separate homes, but that's not the one I am in.
    BrianG932
    2
    Feb 28, 2023
  • Married clients purchased high efficiency gas furnace and want to take energy credit on Form 5695. The only appropriate place I can see to enter the cost is the...
    BrianG932
    4
    Feb 28, 2023
  • 1099-B import from financial institutions has been working remarkably well this year. However, I tried to import from Charles Schwab and ProSeries couldn't conn...
    BrianG932
    Mar 31, 2022
  • I had it come up twice so far this year and I checked the box on the NOL worksheet to not carry over the NOL to next year. It creates an NOL for this year, but ...
    BrianG932
    2
    Apr 13, 2022
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Member Since ‎12-06-2019
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