For 2020, I have a single tax client who had AGI of $33,942 on Federal 1040. After subtracting the $14,050 standard deduction, it leaves her with taxable income... read more
When preparing a return that have both NY State & NYC, there should be a way to enter NYC separately form UBT or Form 1127. It is really confusing as to what a ... read more
According to the 2020 IRS Publication 529 (Miscellaneous Deductions - page 9), you can deduct Excess Deductions (including administrative expenses) allowed a be... read more
I have electronically filed using Form 1310 in the past (ProSeries Basic) using a work around. I have a c/o address for the executor in the person applying for ... read more
Can anyone tell me where I can find a video on how to edit the client letters in ProSeries Professional? I find that it is not very easy to do with all the code... read more
The program automatically populates the form credit for taxes paid to other states. I need to allocate the income on the PIT B, and remove the Credit form. Any ... read more
I'm new to Pro Series, migrating from ATX after many years. Wondering what important steps should be taken before the 2021 tax season begins? I know data conver... read more
I am trying to e-file an amended return and I did file the original. I've changed only the dependency exemption which has gone to his parents. I've followed all... read more
Proseries 2020 - The order of the forms in use (on the left side of the tax return) is totally messed up. This is happening for the individual returns on my sof... read more
This is beyond ridiculous but I cannot navigate to the California Healthcare entry worksheet in Pro Series Basic - the only way I can get to it is to use the St... read more
Is MD Form 500 LU available on ProSeries yet? I update daily but I haven't seen it. Maryland told me they released it. It is to exclude Coronavirus relief gran... read more
In prior years the redacted return still showed the last 4 digits of the SSN and bank accounts.Now the entire number seems to be blacked out in the 2020 program... read more
Apparently the entire procedure to E-file amended returns has changed since yesterday. One of those yellow highlight bars announcing that would have been nice.
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