Products
-
ProSeries TaxExperience: 3 years
Details
1
Language
English
Activity Feed
- Posts
- Replies
-
Thanks for answering.The basis is being pro-rated correctly, because I did enter the 12/31 IRA balance.I believe the taxes are correct. But the client is still ...
-
My client did a Roth conversion during 2025. She has a small after-tax balance in her large Traditional IRA, so most of the conversion is taxable.Her 1099-R has...
-
Agreed. I got a few emails from someone at Intuit, but they were mostly just victim-blaming. As far as I can tell they've made no attempt to improve the situati...
-
Thank you, Bob.
-
My client owns a house in Joint Tenancy with his partner. They get one Form 1098 showing their mortgage interest, and they each claim half of it.Since what I en...
