I have a client that inherited an IRA. His brother passed away during 2023, however, everything was held up in probate until 2025. A RMD should have been made f... read more
My apologies if I am in the wrong group...After installing LaCerte on a stand-alone Win 11 machine, acepting all the defaults, we get the error message "Insuffi... read more
I have recently prepared two tax scinerois in witch the txpayer is in the 24% bracket by $3,900 to $13,000. In both the tax planner has said they are in the 22%... read more
The Post Mark in the eFile Status is not in DATE format for 2024 Proseries tax progarm, like it used to be in the prior year's programs.Instead of showing the d... read more
Is there a way to query or add a column to the Homebase that shows the IP PIN (or the fact that one is needed) so we can make sure we are looking for this info ... read more
I would like to suggest that ProConnect updates their trigger to generate a tax organizer for all tax returns including those that were NOT e-filed. There are o... read more
Someone has me overthinking and pondering so I was wondering how some of you all are handling your NOL carryovers when you use them. Do you override or do you c... read more
i find it difficult to believe that other preparers do not have the need to store current year forms, tax planning, etc rather than only need to store prior yea... read more
I have a new user, she is able to sign in, however, while all of my firm info is in there, it is not pulling up any clients. How do I fix that so when 2025 is a... read more
