The following diagnostic is generating: e-file: This return includes a Form 05-166, Tax Affiliate Schedule, or a Form 05-177, Common Owner Information Report, w... 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
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
A customer received in 2023 Lump Sum social security $81,748.50 and had Market place insurance. The lump sum payment was received late 2023. After entering tax ... read more
If you file MFS can you still contribute to a family plan HSA $7,750 and if over 55 is it $1,000 each meaning you can put in $9,750?Also, can you use Medicare p... read more
My client's Schedule E does not flow from Form PA40 to the claim form PA1000The cross-reference right-click says it should. Schedule C does flow.Anyone else hav... read more
In ProConnect, we need to have universal settings so that we can establish universal options such as always 1) print Sch B, 2) always use mixed case, 3) always ... read more
Why can't the programers fix the issue with printing the selected form. This has been an issue all year. It was not an issue in any other prior years. I was tol... read more
We are currently investigating a behavior where type "A" charitable contributions from a K-1 are being changed to type "C" on the Schedule A.Please fill out thi... read more
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
On the form 8582 when this election is made, the grouped rental activities should be aggregated and the deductible loss is allocated amongst the grouped propert... read more