I have used programs that automatically checked for clients with matching name/SSN/DOB when starting a new return. the main screen had options like start a new ... read more
Client (Wife) is married but separated (not living together last 8 months of the year)She has filed for and requested Child Support payments from her current hu... read more
Hello,I have a client with a 1098 (mortgage interest) and a 1099-K. It is my first time using Proconnect and it isn't very clear where to enter this information... read more
John and Mary filed their separate returns in VA and MD respectively, and each of their returns has errors, they want to correct the errors and file jointly.The... read more
I filed an extension for Federal, since the client does not owe any money to state does this mean I do not need to file an extension for California. If I do how... read more
My client's direct debit payment did not occur on the date scheduled (yesterday) 4/15/2024.I checked my payment and it didn't come out either. All the informati... read more
In the Info Worksheet, mark the box for extension that takes you to the actual form. Then we should be able to scroll down to enter the date that the funds shou... read more
Create a standard letter for extensions. It needs to tell the client the Federal and state return amounts due and the date funds will be withdrawn and the bank'... read more
When preparing an extension the review function should only deal with items that could reject the extension. I already know that there is no information on 25 K... read more
Well for the first time in a few years, I can go home at 5:00 like a normal human being on April 15th (or the equivalent depending when the IRS gets a bonus hol... read more
Colleagues:Hopefully someone can help me now that April 15 is done!I constantly have difficulty with inputs for the Foreign Tax Credit.The Screen 35 inputs are ... read more
Did FTB take the day off? I've e-filed many tax returns today and have gotten "accepted" status from IRS but all I have from FTB is "CA sent to California". The... read more
From Politico: If it seems like you’re not getting a tax refund like you used to, you’re not alone. The share of taxpayers who get money back at tax time is slo... read more