The program automatically defers 1/2 of the SE tax. Why would I want to do this if the taxpayer must repay the tax in the future. Can I prevent the deferral. If... read more
Many issues need help. #1 Tried to e-file a 990 extension (not the 990T). Rejected by Intuit twice for errors with incomplete information on the 990T. What does... read more
Hi, I have a decedent who died in Feb. 2021, so his 706 or extension is due in November 2021 yet the 706 in ProSeries (TY 2020) gives me errors that it cannot b... read more
The above statement is how I have been preparing returns for clients with taxable social security benefits and with UC. I have had the IRS correct 2 returns sta... read more
Form 100, Part VII - Direct Deposit or Electronic Funds Withdrawal Information error."Electronic Funds Withdrawal checkboxes: California requires electronic fun... read more
Some clients are receiving refunds from the IRS due to the unemployment adjustment. The problem is...when I prepared the returns before proseries got up to spee... read more
A person divorces in 2020. Based on their 2019 MFJ return they were not entitled to EIP2. In 2020, filing single, she is. Do I claim the Recovery Rebate ($600)?... read more
I need to file a New Jersey Form CBT-100U for a corporate client and this form is not available in ProSeries Professional (or Lacerte). Has anyone else encounte... read more
Taxpayers (H & W) do not want to aggregate 3 rental properties for QBI. Program keeps generating QBI Sch B with unexpected aggregations and QBI Component forms.... read more
Trying to use eSignature with an FBAR. Never used it before so I should have 5 free ones, yes? When I try to "request" I get a message it isn't eligible. Don't ... read more
I am filing Form 1045 to claim a 2020 NOL carryback to a client's 2015 tax return.Since PS doesn't include the ATNOLD worksheet to enclose with Form 1045 when f... read more
I have a client that set up an LLC on 05/05/2020, that we are filing a late 2553 Election. His prior accountant didn't make the election, or really advise him a... read more
I have clients that received payments from companies that used 1099-MISCs they purchased before they changed the form for 2020. So my client's payments are in B... read more
