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    dsocpa
    Level 7
    Activity Feed
    • As it turns out because of my unique situation (aren't they all) I've had to override just about every field on the return. I never realized how limited ProSeri...
      dsocpa
      1
      Apr 05, 2026
    • Thank you Lisa. You hit the nail on the head. The $3k is the allowable LTCG loss. Since 2025 was the final year the allowable LTCG loss flowed to line 4 of the ...
      dsocpa
      Apr 05, 2026
    • THE TRUST HAD A CARRY OVER LTCL FROM 2024 OF $152K. SOME OF THE LOSS WAS USED UP THE REMAINING IS SHOWING UP ON THE 1041 LINE 23. CHECKED THE BOX TO ALLOCATE TO...
      dsocpa
      4
      Apr 05, 2026
    • Assets consisted of stocks and bonds which were sold 4 days after death of the spouse (trustee and beneficiary). After liquidating sale, the cash was distribute...
      dsocpa
      1
      Mar 23, 2026
    • Thank you for your response.The only file in the program Homebase data folder is the cache file. Last night,after exhausting all the recommended steps on Intuit...
      dsocpa
      1
      Mar 07, 2026
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