Here's a good question, I think I know the answer but would like the communities thoughts. I have a client who's husband passed away in 2021. For the 2021 tax y... read more
Customer did a back door Roth, however, when I enter the amount on Form 8606 on Line 1, then Line 8, 11, and 16 does not populate the amounts to show the conver... read more
H & W clients own a property that they rent through VRBO. They are not real estate professionals and they say they don't stay at the property for vacations.So t... read more
Is there a way to create a new custom template that is completely blank to start? I am trying to create a cover sheet for our tax folders that would print with ... read more
How to amend a VA state and federal taxes filed before in Turbotax now in Proconnect?Do I need to enter the original return in Proconnect?Thank you!BAckgroundVi... read more
Recently, we have received 2 notices with refunds of portions of the underpayment penalty calculated on the Form 1040 for tax year 2023. We suspect there will b... read more
Is anyone experiencing worksheets printing (2023 ProSeries) that had previously been "turned off" when we customized our settings in December? The two people in... read more
I am working on an estate return in which the main home and a business property both of which were sold within five months of the date of death. I have read tha... read more
using Lacerte SC1041 is calculated taxes due on the SC income and applying withheld taxes to the liability. cannot force flow through of income to K1. if trust ... read more
When a client receives an email from me for an eSignature request through ProConnect, it appears as if it's coming from my personal email, not my business email... read more
Hello Community,I am reaching out to the community board to see if anyone knows how to add charges throughout the off season that will roll over to the followin... read more
Need to be able to calculate penalty and interest on amended returns. The less notices clients receive, the better. I also don't see a way to enter it manually ... read more