It seems this year more than in years past, clients are printing off tax documents from their accounts online. But if you are going to do it, you don't need to ... read more
Latest Update: Version 44.0328Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more
Tax payer received a faulty w2 where employer collected PA taxes and remitted to state, while tax payer is a resident of NC and not at all resident of PA nor wo... read more
I am working on a Schedule A on Form 990 and need to populate Part II, Schedule A, line 5. I have calculated the total number and can't find the screen that all... read more
It seems that the refund of the credit should not be taxed the following year. ProSeries automatically brings the refund to the current year and adds it to inco... read more
I have a client whom has a SEP and traditional IRA, she made contributions to both in 2023 but due to income limitations the IRA contributions are nondeductible... read more
The following diagnostic is generating: Form Sch E-1 #1: An Override amount has been entered for disallowed vacation home expenses. This override results in neg... read more
Are asphalt roofs ("cool" asphalt shingles) limited to the 30% (max $1200) Energy Efficiency Credit?I wasn't sure where to enter the roof improvement so I place... read more
All Iowa returns that are reporting a federal refund from 2022, which is about 75% of the returns are wrong as of the update this morning (3/21/24). The federal... read more
Husband always had single member llc for real estate rental. This year he comes in and has changed information on the secretary of state website for 2023 to add... read more
I have a 1099R for a Roth Distribution with an amount in box 5 for employee contributions and the year in box 11 the year is 2018. The code in box 7 is B. Do I ... read more
Last year (for Tax year 2023) for a client whose 2022 tax returns I filed before 4/15/23, I set up for Federal & New York automatic estimated 2023 payments for ... read more
The following diagnostic is generating: VA Form 770, Schedule 3, negative values are not allowed for EF returns. Please file this return as a conventional paper... read more