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dsocpa
Level 7
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  • 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
  • Transferred 2024 files in January 2026 to Basic 2025. Today I realized I was missing a client in the Home Base. Checked 2024 home base and the file wasn't there...
    dsocpa
    3
    Mar 07, 2026
  • Filed Taxpayer's federal return and received a reject error IND-181-01 no valid IPN entered.This is my 2nd go round with the IPN errors. Last year tried to file...
    dsocpa
    Feb 24, 2026
  • Downloaded and transferred all applicable files except the form 990. I noticed there is no selection to transfer and no selection for the form? I did check the ...
    dsocpa
    2
    Jan 19, 2026
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