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LB56
Level 3
Activity Feed
  • It seems like the software is automatically checking off the box that says "Transactions not reported to IRS" why would that be?
    LB56
    1
    Feb 19, 2026
  • Thank you. I will try the Add Request button.Meanwhile, while I was looking in other years to see if he put his documents in the wrong year, I found a different...
    LB56
    Feb 12, 2026
  • My client said he uploaded 2 documents into the portal but I do not see them. I told him to just upload them again can he just click "Add more documents" and t...
    LB56
    2
    Feb 12, 2026
  • Is there a way to print a blank organizer? Thank you
    LB56
    1
    May 24, 2024
  • It is bizarre on the other hand it's MA! She called them and they told her that she didn't have it, yet on the 1095-A it says it was good for the month of Janu...
    LB56
    Apr 05, 2024
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Member Since ‎02-19-2021
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