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I too thought client's income might be too high. Indeed, my second client that Proseries did calculate a credit had a lower income. The instructions don't menti...
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I looked up the NY Instructions, and the Tax Dept correctly gave Client the credit. I don't know what input is required to have the software calculate it. Instr...
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NY Taxation Dept sent client an adjustment and a check. They included a $1114 credit which Proseries did not seem to catch. I filled out on Section F (page 1) t...
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I am annoyed at brokers who *always* invest their clients in Roths. I point out that their already being in their fifties, and once they retire from work, they ...
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Today I signed up for ID.me. What an ordeal. I couldn't do it, nor could a dear friend. I had to hire a techie to verify me by uploading my driver license and t...
