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
I have a client that has student loan forgiveness. This is not taxable for Federal purposes, so it does not need to be reported there and she did not receive a ... read more
Is there a limit to the number of columns that will be on one page when printing a custom report ? When I print my custom report (in Landscape), some of the co... read more
Well folks except for extensions the 2024 tax season is over. Did you folks once again have to deal with forms not approved yet or fighting world war 3 with Int... read more
Client is non-resident of PA.Client received a PA Sch NRK-1.It reported the client's share of real estate income from PA.Do I need to use another screen in the ... read more
I am trying to enable Ohio taxes for Butler county.Taxpayer has a W-2 ($90k) and some S-Corp income ($4k).I completed all fields for the federal return, but the... read more
Client has many installment sales (6252) over the years and never any issue because all of them were sold at a gain. But now he has sold one at a loss, and soft... read more
@IntuitGabiWe have been dealing with this issue for most of this filing season. A few weeks back, Lacerte gave us a box to check that would exclude Form 05-166 ... read more
I recently submitted a 1040x for a client that had automatic estimated quarterly payments set up for the IRS in the return. I was unaware that I needed to unmar... read more