How do I enter a roll-over from Traditional IRA to ROTH IRA? I don't have the forms so I'm trying to do it pro forma. Thanks in advance for any assistance!
I'm completing Form 2210AI to calculate the annualized income method for a client's estimated tax penalty.The client earned all of his $9,890 self-employed inco... read more
Hello Community!Thanks for all your help during tax season.Could you please help me with below?Completing a 1065 Partnership for a Multi Member LLC ( Husband an... read more
Darn engineers keep messing with DMS!Have DMS OPEN for past years, NOT ONLY THE CURRENT YEAR!It used to be OPEN for past years until Intuit messed with it and L... read more
Client received a CP14 letter, charging them $54 dollars to be paid by October 15th. No explanation, no recalculations of their tax return. Client did not have ... read more
Separated taxpayers, might get divorced in 2025, but filing MFJ for 2024. He will sign in person, but she is remote and has not returned my calls. He says MFJ i... read more
Please add a feature whereby any PDF attachments made to the tax return are also included in the forms that are printed for the preparer/client/government copy.... read more
Hello AllI'm trying to report a 1098B for my client and it was supposed to be report at part II line 8b. But I can only get the information populate at line 8a.... read more
I did the recent update yesterday and now my screens are all messed up. Half of the print payroll journal reports screen is missing. I can only see 1 date. Anyo... read more
Just learned this yesterday from a former client. He owns a profitable company in California doing commercial building services. His current CPA charges $700 pe... read more
The extension payment and date were input on the "Payments, extensions and estimates", Current year estimates, paid with extension section of the input screen. ... read more
Hi, client has had business expenses since 2022 trying to build and market an app that never launched. In 2024 this was abandoned. None of these expenses (mostl... read more
for the last few days I have been trying to open my 2023 ProSeries software. It just spins and spins.I don't have that problem with my 2024 software. I Tried re... read more
Hello,I am attempting to electronically file Form 1120 for a corporation that has a foreign officer who does not have a SSN or ITIN. In previous years, I was ab... read more
