What are some best practices for filing extensions for new clients?Do you have them sign an engagement letter and just request their personal information?Do you... read more
Taxpayer receives social security benefits and has a farming loss for 2023 as well as a 2022 farming loss carryforward. My challenge is that Lacerte calculates ... read more
Hi,Need help on this, one of my client bought Model Y under his LLC . I took Commercial Clean Vehicle Credit (CCVC) of $7500. Can i take Sec 179 for the same SU... read more
Client received a letter that they had made a mistake on “taxes” part of last year’s Schedule A. This is what they filed: This is what the IRS notice said: Wh... read more
Need more help with education situation:I have a client that claims student as dependent.The dependent received 1098-T with the following information:Box 1: $24... read more
I'm experiencing a client that uploaded documents via pro-series intuit link that under the documents tab, it's stating "Oops, refresh again". No documents are ... read more
client purchased a home with a partner to flip. The purchase was reported on 1065 along with the costs of renovations and subsequent sale. K-1's were issued to ... read more
Hi,As 1040 and 1040NR are in different module, I have to file a 1040X for my client who wrongly submitted 1040 to IRS by himself.I should help him use 1040NR in... read more
All of the sudden after the most recent update, charity on line 13A of partnership K-1 is flowing to Schedule A with a code C and an error...and not computing a... read more
The following diagnostic is generating: For e-file purposes all Schedule K-1 Other Income entries must have both a description and an amount entered. AR - Ref #... read more
ProSeries Basic will not allow me to do that. His name is something like "Stefan R. F. Lopez"I tried making the first name "Stefan R." and the middle initial "F... read more
Last year I used 11-1111111 as a tax id for UNJSPF, as instructed by Intuit, and it worked fine. (UNJSPF does not exactly have a tax id,) This year's ProSeries ... read more
1099-R: For electronic filing purposes, when there is an Ohio State Abbreviation entered, the following fields must be present: Ohio withholding, State ID, and ... read more