Debt Income Cancellation... Read More

Schedule E  rental Income for a portion of a primary home 1. Click Add Form, then click SCH E PG 1 to add a Schedule E to the tax return. 2. Double click the SCH E COL form to use for this rental under PROFORMA FORMS on the Attached Forms list.... Read More

Interview mode is a method to complete a return using situational questions to complete the return. Interview mode can be used with every return (see below for configuration) or activated on a per return basis. There are "help me decide" buttons to ... Read More

This article links the IRS requested process for filers that submitted a "simple" return but actually had income or additional data to declare.    Amended EIP Return  https://www.irs.gov/newsroom/amended-eip-return Taxpayers who used the Non... Read More

QUESTIONS PERTAINING TO SETTING UP MY WALLET... Read More

TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 2021 BY CLICKING THE "ACCEPT" BUTTON OR ACCESSING OR USING THE SERVICES, YOU ARE ENTERING INTO AND AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TE... Read More

Form 1099-B The sale of stocks, bonds, etc. is reported on Form 8949, which then carries to Schedule D.   Steps to complete Form 8949 and Schedule D for the sale of stocks 1. Click Add Form on the tax return toolbar. Then click the Index Tab. 2.... Read More

This article will walk through the process of adding an asset through the asset manager within the program.Assets can be linked to the following Schedules C, E, & F. Those schedules should be added to the return before adding assets. Multiple... Read More