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Absolutely agree that we need this 1099-B Summary to populate and it is critical to reconciling clients with numerous broker statements."This functionality work...
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What is the correct income taxes paid deduction when all of the State taxes were paid by a K-1 flow-through tax credit. ProForma deduction is bringing forward t...
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Same problem with no Client Presentation printing after working just fine for a while. Not sure when it stopped but sometime after the rush. Clients liked it an...
