I think Proseries is double counting medical care insurance paid through the Govt Marketplace (Form 1095-A plus or minus PTC reconciliation items) - Wisconsin Schedule 1, Itemized Deduction Credit -Worksheet for Medical Care Insurance, Line 1 should be pulling the amount from Federal Schedule A, Medical Expenses Worksheet, Line 2a, 2b, and 2c. It is currently excluding 2b which is causing the WI return to double count the insurance premiums paid through the Marketplace. Is there a workaround other than OVERRIDING the # on Line 1 IDR W/S?  

The setup for printer options- control which forms to print, is very time consuming as it is difficult to find the form you want to suppress printing. Please add a lookup/search box in the setup menu to make it easier to find the form. Also, it would be helpful if the printer options setup could be carried over from one year to the next.

Hello, I am completing Form 1041 for a trust. The grantor died in 2022. The investments in the trust, when liquidated, resulted in a capital gain. All cash was distributed to the beneficiary in 2022.  The trust paid property taxes in 2022 that are deducted on page 1 of the 1041 to arrive at Distributable Net Income. Which makes sense. For the K1 though, the property taxes are being deducted from the Long Term Capital Gain, and the LTCG on line 4a of the K1 is the net number. Is that correct?  So for example, the LTCG on the investments is $50,000, property taxes were $7,000. So the Capital Gain on the K1 is $43,000. Is that correct? 

I am doing a return for a new client who took the Am Opp Tax Credit for his son's 1st and 2nd and 3rd years of college. Year 4 he took the Lifetime Learning Credit (LLC) even though his son qualified for the AOTC as he was a full-time student. In 2022, the son was full-time in the spring semester then graduated. Is he eligible for the AOTC in 2022 since he only took the AOTC for 3 years even though in 2021 he could have taken the AOTC but opted for the LLC?   Technically, he meets the requirements: more than half-time student, attending a qualified university, had not finished his 4th academic year as of 1/1/2022, and had only taken the AOTC for 3 past years. It seems like a savvy tax strategy as it maximizes the amount of college credit one student can take over 4 academic years (5 tax years if they start in the fall semester), but is only possible if the tax preparer does not check the 'full-time student' box on the Taxpayer Student Info W/S. IRS literature says you cannot take both credits in the same year, but I cannot find anything about taking the LLC in between the ATOC.