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Can Pro Series provide rental property information for a non client who owns the other half of a rental that is owned by a client. Both own 50%?

dneville9720
Level 2
 
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Just-Lisa-Now-
Level 15
Level 15

Do you mean are YOU allowed to provide information to a non-client that owns 50% of your clients rental property? 

ProSeries wont provide anything to anyone.

I give my client the Schedule E worksheet and they can provide it the other owner to help the other owner prepare their taxes.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Just-Lisa-Now-
Level 15
Level 15

Do you mean are YOU allowed to provide information to a non-client that owns 50% of your clients rental property? 

ProSeries wont provide anything to anyone.

I give my client the Schedule E worksheet and they can provide it the other owner to help the other owner prepare their taxes.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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