Sales tax collected by sellers is neither income nor expense to the seller. Report the total income from sales net of sales tax  If you sold in only one state and filed sales tax returns in that state, what amount is shown as total sales over 4 quarters? What total income from sales on the 1120 will equal all 4 quarters?

I use Pro Series, not ProConnect, but we have to enter two state wages boxes, one for NY(typically the same as federal wages), and the different one for NJ(includes Cafe 125 pre-tax health insurance, for one thing). For the NY sourced wages, you must calculate NJ wages and enter both on the W2. Just be careful that NJ doesn't pick up BOTH amounts as wages, only the correct amount. FYI, PA would pick up both, we just need to check a box to exclude the NY wages from PA.

1) Is it an estate or a trust? It cannot be both. 2) When I receive a 1099-R with an estate or trust as the owner(bad tax planning!) I enter the amount as Other Income on the 1041. Withholdings go on the withholdings line for 1099s. 3) If you can get the income passed through you can save a lot of tax money. BUT YOU MUST FILE TO GET THE WITHHOLDINGS REFUNDED. Withholdings cannot be "passed through" to beneficiaries. (Estimates can be transferred to beneficiaries.)

If there are too many sales to enter, I make entries like "Short term sales," Code A or B, and use the totals from the forms. Also enter the total Wash Sales amount, if necessary. Same for "Long term sales," Code D or E also using Various as purchase date and 12/31/23 as sales date. I haven't attached PDFs for several years. CAGMC.

I entered all kinds of wacky amounts, and there are no errors. Of course, PS doesn't limit it any more, or at least give an error message when your amounts are too high. Are you using Box 14 with correct NJ SDI description?

Make sure you get a copy of the 5498 showing the contribution of the $20k and the date of the distribution and the rollover and amount. In about 16 months after 2023, the IRS will send the TP a notice requesting this "within 60 days" proof of rollover date with the amount.

All those separate W2s couldn't have more tax withheld. Too little separate income. Even w/o her own dependency, she gets about half her wages as std deduction, so her income tax is only at 10%. Her total fed tax is about $1,200.