Sometimes when filing a short year return (like the final year of a 1041), we need to use the next tax year, but those forms aren't available yet. The IRS says ... read more
It's really frustrating thatwe need 2025 amounts and calculations, but ITA can only do so much, so we create a 2025 return to run a projection. But it's unusabl... read more
I am running the client tax organizers and it seems crazy that I have to go to each client and then select to download the organizer. I was able to select for a... read more
I have completed the Form 8948. Client has to file a paper return for the tax year 2022. However I am receiving: Form 8948: The IRS mandates individual e-file f... read more
It is very frustrating when doing multiple year returns for a client and you have to send a intuit link invite for each year in order for them to send you docum... read more
I have never filed an amended return via ProConnect and want to see if there is a way to confirm what data is being transmitted.What section of ProConnect verif... read more
I am having trouble locating the spot in the software to take a refund from a 2023 amended 1040, and rolling it forward to 2025.The software keeps stating that ... read more
Hi,My new client, husband and wife both have a full time W2 job, formed LLC last year in real estate brokage business, They both actively involved in managing a... read more
I have a client who withdrew money for a Roth IRA before 59 1/2. So much is considered taken from contributions, which is not taxable or penalized, so much is c... read more
Please move the Notes tab into comments so that we preparers don't have to cut and paste each individual note into Comments. Very time consuming & frustrating!!... read more
I've been waiting since 4 PM CST and its 10:30 PM and still have not received a response from the Agency. Should I print it and take to Post Office? Or do I jus... read more
We have a client asking for a receipt for his tax payment. None of our reps have ever had a client ask for this before and have no idea if it is possible. I hav... read more
