About
I was inducted into the industry at an early age. My mother used to make the family form an assembly line to put together tax folders and annual client letters when getting ready for tax season. I've done this my whole life and they'll probably find me face planted on my desk when it's time to go.
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When a dependent dies during the calendar year and you input the date into the software for the tax year, the following tax year the date does not carry forward...
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Lists and notes for sure. I am a huge fan of checklists and sticky notes. They keep me organized as well as giving that satisfactory feeling when I check someth...
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It's in the help but you have to really look for it.B - incorrect basis on 1099-BC - collectibleD - accrued market discountE - sales fees/expensesL - disallowed...
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From what I read in the instructions while in my dummy client, you can enter the adjustment amount right on the 1099-B worksheet line for adjustments. Only cert...
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@BobKammanThey specifically asked for us to put in ideas and suggestions and so I did. This is something I would find useful and should be easy to program in. I...