I have a client that had a primary residence and converted it to rental property. They qualify for the exclusion with the ownership & use tests. I calculated t... read more
Is anybody experiencing delays in direct debit of payments on efiled returns? We asked for payments to be debited on 4/15/24 and finding that alof of clients ha... read more
The following diagnostic is generating: Form 4868 can only be filed on or before the original due date... This diagnostic now applies to every client that we e-... read more
Taxpayer spent 150K on medically necessary home improvements in 2023. He didnotget an appraisal before, and he didnotget an appraisal after. He knows that there... read more
Can't access DR-4593-WA on the 2021 form 8915 dropdown menu and the program warns that legislation was pending on this disaster at the time the form was created... read more
Does anyone know how to fix the following diagnostic:e-file: If your combined group's total revenue for the year is less than $2,470,000, you do not need to fil... read more
Case Part 1: The client changed jobs and forgot about her retirement $ from her last job. So her prior employer closed her 457(B) account and sent a check of $6... read more
The client's prior employer closed her IRA account and sent a check of $672 to her for indirect rollover. The 1099-R shows total distribution of $840 with $168 ... read more
Found some old paper clips and they were much stronger than the ones they sell now. I have at least a half dozen mechanical pencils here on my desk that don't w... read more
Hi, client has part of the home (dettached) that airbnbs. Does not provide substantial services nor qualifies as RE professional so I think sch E is appropriate... 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
When I export responses from Intuit Link to a CSV report I noticed that not all of the client's comments will print. It appears that if they make 1 comment unde... read more