We're just beginning the updates for TY 2025. It will be a couple of months process. Most of the training schedules are up to date so you can begin that planning. Any documents that are a link to the IRS or AAPR sites will be updated when those organizations make their updates. (Oct 9, 2025)
Payments/ Refunds: in Public Site
Common Self-Employment Business Codes:
Rideshare Drivers (Uber, Lyft, etc.) - code 485300
Delivery Drivers (Door Dash, Grubhub, etc.) - code 492000
QCD: Reporting a Qualified Charitable Distribution (QCD) can now solely be handled within the 1099-R entry.
Within the 1099-R, the link below Box 2a, where the Simplified Method Worksheet and PSO menus are, now also has a menu for Qualified Charitable Distributions (QCD). As of 2/22/25, you must still manually adjust Taxable Amount (2a).
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PSO - if a pensioner is a Public Safety Officer and they can exclude insurance premiums, use the Simplified Method in TSO to calculate the taxable income, ensuring PSO is entered. Use Bogart to print copy for client.
Papers to give to Clients. Most are 1 pages but some are double sided as indicated with (2)
Forms: IRS Documents w/ additional info. Paper: Document written by D5. Worksheet: NTTC Document
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Updates
