Got 2022 CP2057 letter saying we didn't report $4,108 1099-R with distribution code 8. But I did! It shows up on 1040 line 1h "Other Earned Income". When I double click that it opens up the Wages, Salaries & Tips Worksheet, and its under I (as in indigo) 1b. At the end of the day it was included in taxable income, but what do we do about the IRS letter?  IRS is asking me to amend the return (why fix what ain't broke?!)   Am I missing something???????

Client got a letter from NY saying they couldn't finish processing her 2022 IT-203 because they need the IT-558 since her return included a recomputed federal adjusted gross income amount without including the required form.  She is a W2 teacher, and has nothing to do with a trust, estate, S-Corp, Partnership, etc.  From what I can see the 2022 IT-558 only has entry fields pertaining to trust, estate, beneficiaries, partnership, etc but none of that applies to her.  What on earth do I do?  The only adjustment to her federal income is the $300 teacher credit.

Is it per taxpayer or per loan?  I have a brother and sister that decided to buy a primary home together in 2022.  The loan on that house is for $1.5Million.  They are both on the title and loan.  Do we apply the $750K limit to the $1.5M, then take that remaining interest and split it between them? Or does each taxpayer get to apply the $750K limit to that $1.5M loan (in this case the interest is not limited, whatever interest was paid in 2022 gets split 50/50)?

My client got the mortgage interest audit.  Turns out they over-reported their interest since the loan is more than $750,000.  We expected them to adjust the taxes and send a bill. Instead they sent a response saying they are not allowed to deduct any interest at all for 2021 because "they did not establish the amount shown was interest expense and was actually paid". What documents can we provide to prove mortgage interest was legit and it was paid (besides the 1098 form and maybe the closing statement from the purchase)?

Taxpayer has an IPPIN, but proseries is saying spouse pin is missing. Spouse never got a pin (never signed up for one). So she went and signed up for one so we could efile. It's rejected again, now saying the dependent pin wasn't entered (dependent never signed up for a pin). What the heck is going on??? This family is adamant that only the taxpayer signed up for an IPPIN.  So why is proseries saying the whole family has one?

I just e-filed a client's 2022 return. She told me to use the same bank account as the year before, not realizing the prior year return had her refunds going to H&R Block's bank account.  I'm not affiliated with H&R block in any way. (the proir year she told them to take their fee out of her refund, and so her prior year 1040 shows H&R Block's bank details for direct deposit of her refund).   I thought, I will just efile an amended return, changing the bank account info for direct deposit.  Turns out the E-file form for 1040-X isn't available until 3 weeks from now, at which point H&R Block will already have her refund direct deposited (she's no longer their customer). I dont know what to do and I'm freaking out.  

They checked their bank account, they didn't receive the 3rd stimulus. and they didn't get a check in the mail (this person keeps good records). So I added the recovery rebate credit to their 2021 tax return. then the IRS denied the credit. Their income qualifies them, so how do we go about tracking that 3rd payment or getting to the bottom of this?

I have a client who was forced to receive RMD payments from an old pension (job they had in 90's). The were able to read the fine print and prove that they don't need to take RMD at 62 and they never cashed the checks. The pension stopped sending checks  eventually but they issued a 1099-R for $7000. The client doesn't have this money. I hate to have this retiree who just lost her husband have to pay tax on money she doesn't have. I was thinking of checking box B1 (Entire distribution rolled over) Any ideas? 

The process cannot access the file "\\<MACHINE>\Proseries\ProNet21\21Data\ProTaxExport.xml" because it is being used by another process. ProTaxExport.xml is the file that PS exports with the extracted Client Data for each return. It looks like reads this extracted data and compiles the Email with the following.  ProNet21\common\ClientChecklistTemplate.xml (Checklist email template) ProNet21\common\GlobalText.xml  (The information that goes in the Checklist email) ProNet21\common\PDFEmailGlobalText.xml  (The information that goes in the Checklist PDF) ProNet21\common\PDFEmailTemplate.xml (Pdf template) The file handle to ProTaxExport.xml is not being released before the next checklist is started.

I'm only sending Client Checklist to clients that have a non-null Taxpayer E-mail Address field. I'm getting this error only sometimes: "Unable to E-Mail client: Client-Email address is blank" The Taxpayer E-mail Address is populated and the error message is confusing. There is no such field in Hombase or in Query called "Client-Email address"