4/15 filing deadline for Forms 1040, 1041, and 1120 is now closed. Perfection period in progress! Check out Hot Topics for ProSeries | Lacerte | ProConnect
4/15 filing deadline for Forms 1040, 1041, and 1120 is now closed. Perfection period in progress! Check out Hot Topics for ProSeries | Lacerte | ProConnect
It is now 4/20/26 and Federal electronic extension payments submitted on 4/14 & 4/15 have not been withdrawn. In all the years I have been doing this, there has... read more
I have a taxpayer who turns 73 on June 14, 2026. She has a tradtional IRA with about 25k that she wants to roll into a Roth IRA prior to her 73rd birthday. Can ... read more
I've been waiting for months for the "critical diagnostic" error to go away that says "DC Forms are final but instructions are still in Draft Mode." I cannot fi... read more
I’m trying to determine whether others have seen ProConnect silently “normalize” a valid bank routing number to a different one based on the taxpayer’s state of... read more
I'd like to see a way to force Lacerte to put monthly totals on Form 8962 instead of having it report annual totals when 12 month detail is entered. I have a cl... read more
I have a client who worked for the Veterans Administration all year. Their payroll is handled by Defense Finance & Accounting Service, in Cleveland. The W-2 sho... read more
Several form 4868 and state extensions I efiled with payments to be taken out have NOT been taken out by the IRS and states but other taxpayers DID have their p... read more
Every year, I spend 8+ hours opening every individual account and deleting the efile check mark. I do this to empty the EF View list in efforts to keep track of... read more
Pro Series needs to Incorporate E-filing of PA Local EIT returns as part of the Protocol e-filing Federal and PA state tax returns. The fact that we tax pros ne... read more
Happy Tax Season!Now that the local form is finally up and ready - I'm getting a "do not mail, Efile only" water mark on my local returns as I print them. Howev... read more
I am preparing the 1041 for a trust after the grantor passed away in August 2025. The trust assets include a bank account, two cars, a house, and household item... read more
Clients are getting letters from the state of Michigan to adjust retirement income who have had 1099-R with code 4. In ProSeries the MI calculation is excluding... read more
Great job Intuit and IRS. I transmitted 315 extensions with electronic payments on April 15th and the payments all cleared by midnight on April 15th. I would ha... read more
