MTFILER1130's Posts

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MTFILER1130's Posts

I am saying that but I was wrong.  It was just on going Medicare tax on another $209,000 of self-employment earnings.  Thanks for answering.
That's it of course.  Forgot about no limit on medicare tax.  Thank you so much.
Social security taxes to limit taken on W2 earnings through June, Pro Series charges SS tax on later self-employment earnings beginning July.  Don't see how to adjust for this on self-employment earn... See more...
Social security taxes to limit taken on W2 earnings through June, Pro Series charges SS tax on later self-employment earnings beginning July.  Don't see how to adjust for this on self-employment earnings, which affects contribution to SEP.  
I can't get this form to come up. Help!
Thank you for your comments.  Glad to know someone else had problems with a download.  From now on, I am just going with totals provided by the brokerage.  The IRS accepts this, I understand.  The on... See more...
Thank you for your comments.  Glad to know someone else had problems with a download.  From now on, I am just going with totals provided by the brokerage.  The IRS accepts this, I understand.  The only problem with that approach is that the software says the IRS wants a specific date of sale and there are many with the summary approach.  So I just pick a date and have to use "Various" for date of purchase.  As long as my totals agree with the info the IRS has received we are fine.
Thanks for your help.  I had additional confirmation that totals are OK.  Those Robo accounts do so much trading!
Under Import, went through the steps to get my client the email.  From there she put in my ID and password for my Proseries account and asked to download the 1099B.  But got hung up from there.  She ... See more...
Under Import, went through the steps to get my client the email.  From there she put in my ID and password for my Proseries account and asked to download the 1099B.  But got hung up from there.  She put in her brokerage ID and password for her account.  Anyone know where it goes from there? She has one of those robo accounts with a jillion trades.  If I cannot get a download, can I just put in the brokerage name and the sum, say, of  the short or long term trades with gain or loss, a date of sale (even though there are several), various as purchase date, reported on 1099 with basis info and label L or S?  Will the IRS accept a summary rather than individual trades? A