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Cloud-Based Professional Tax Software (Try Free)

Save 35% off: The purchase of all tax year 2022 tax returns purchased between 8 a.m. Central time on October 1, 2022 through 6 p.m. Central time on March 15, 2023. Savings calculation …

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Generating Form 8949, column (f) for various codes in …

Go to the Dispositions screen. Scroll down to the Schedule D section. Enter an amount or a -1 in the Amount of loss that is nondeductible (-1 to disallow all) field. If this …

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Using TPG Pay-by-Refund with ProSeries

Pay-by-Refund is only available on current year tax returns. For a return to be eligible for a Pay-by-Refund bank product, it must meet the following criteria: The return must …

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IRS direct deposit Entry Code PPD

IRS direct deposit Entry Code PPD. 03-26-2022 10:03 AM. Client received $1700 direct deposit Code PPD. I had filed 2019 and 2020 returns but refunds expected were larger.

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How to configure Print Options in ProSeries Professional

From the File menu, select Print Options.; In the Print Center window, select Control Which Forms Print from the left panel.; Select the type of return to modify from the …

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How to accrue vacation time, sick pay, or paid time off in …

Time Off Code: select the code you wish to set up.You may create up to 10 time-off codes per company, and you may assign up to 4 time-off codes per employee. …

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Unable to open my 2019 software

1 Solution. Just-Lisa-Now-. Level 15. 06-23-2022 11:15 AM. They sent out a program alert in 2021 a few weeks ago about this. You need to update from the Windows …

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Solved: Code for claiming Child for Head of Household

Code for claiming Child for Head of Household. 10-14-2022 09:08 AM. I have a divorced client with one 17 year old child. The child lives with her. My client lets her ex-spouse …

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Code T in Roth IRA 1099-r

A code T in box 7 of 1099-R is for a Roth IRA distribution, when an exception applies. It is used for a distribution from a Roth IRA if the IRA custodian does not know if the 5 …

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Refund of PPR deposit

Refund of PPR deposit. Options. brucewhitmer. Level 1. 10-12-2022 03:24 PM. I inadvertently increased my deposit by $2,000. Any ideas how to get it refunded?

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How to renew your PTIN

With all of the information above, you’re ready to renew or obtain your PTIN for 2023. But don’t put it off! All PTINs will expire on Dec. 31, 2022, so make sure you renew or apply as soon as …

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ProSeries Professional

Welcome back! Ask questions, get answers, and join our large community of tax professionals.

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Address autofill from ZIP code input in Lacerte

Address autofill allows you to input the ZIP code for a client's address, and the program will automatically fill in the city and state. This feature works on individual module. …

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Generating a self employed health insurance deduction

Follow these steps to generate the self-employed health insurance deduction on Form 1040, Schedule 1, line 16: Go to the Input Return tab. On the left-side menu, select …

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Solved: 1040 with Multiple States

Jump to solution. When eFiling, does ProSeries automatically send a copy of each efiled state return to the state that requires it? I've received two inquiries from clients (both of …

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