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

Community and Support

Have a question for your product? Select your product below:

Recent
Popular
Unanswered
No Replies

FORM 5500-EZ... Number of Participants

Lines 5a(1) - 5b(2).... Not sure if I report "2" or "0" on each line.Have a One Participant Plan (owner/administrator and his spouse). No one else ever worked w... read more

fred7777 Level 2

ProSeries Professional

posted Jul 2, 2025

Last activity Jul 3, 2025 by fred7777

3 4
Gambling Losses Allowed To 90% of Winnings (?)

From the Senate version of the Brigitte Bardot Bill introduced at midnight Friday: "(a) IN GENERAL.—Section 165 is amended by striking subsection (d) and insert... read more

BobKamman Level 15

ProSeries Tax Tax Talk

posted Jun 28, 2025

Last activity Jul 3, 2025 by IRonMaN

3 4
One Big Beautiful Bill summary and tax changes

The legislation being referred to as One Big Beautiful Bill is set to become law, bringing significant changes to the tax code and beyond. The Bill permanently ... read more

IntuitCharlene Moderator

ProSeries Basic ProSeries Fixed Asset Manager ProSeries Professional

posted Jul 3, 2025

Last activity Jul 3, 2025 by IntuitBettyJo

0 1
One Big Beautiful Bill summary and tax changes

The legislation being referred to as One Big Beautiful Bill is set to become law, bringing significant changes to the tax code and beyond. The Bill permanently ... read more

IntuitCharlene Moderator

ProConnect Tax

posted Jul 3, 2025

Last activity Jul 3, 2025 by IntuitBettyJo

0 1
One Big Beautiful Bill summary and tax changes

The legislation being referred to as One Big Beautiful Bill is set to become law, bringing significant changes to the tax code and beyond. The Bill permanently ... read more

IntuitCharlene Moderator

Lacerte Tax

posted Jul 3, 2025

Last activity Jul 3, 2025 by IntuitBettyJo

1 1
Consulting engagement

This illustrates, for me, the risk of having a client who is a friend. As a friend I was going to answer his question quickly then I realized that this is more ... read more

strong silence Level 2

Practice Advice

posted Jun 30, 2025

Last activity Jul 3, 2025 by BobKamman

5 5
Half Percent Haircut for Charitable Contributions?

I just love these little surprises that pop up at the last minute in major tax legislation. Even if I'm not sure what they mean. Sounds to me like you only get ... read more

BobKamman Level 15

posted Jul 2, 2025

Last activity Jul 3, 2025 by abctax55

7 3
PA Form REV-1630

Has anyone dealt with or have information about why the PA individual tax form REV-1630 (Underpayment of Estimated Tax) does not calculate correctly.For certain... read more

amacpa Level 3

Lacerte Tax

posted Jul 3, 2025

Last activity Jul 3, 2025

0 0
Cannot Import QBO file to Proseries

As the title says, I can no longer import QBO files into Proseries returns. Worked all tax season, but a couple weeks ago it stopped working. I go to import, si... read more

rbmuCPA Level 2

ProSeries Professional

posted Jun 12, 2024

Last activity Jul 3, 2025 by walkermiller

27 22
Proseries will not accept the BOA routing #. How do I fix it?

Proseries is rejecting BOA routing # 540060102.

Jodi4 Level 1

ProSeries Professional

posted Jul 2, 2025

Last activity Jul 2, 2025 by BobKamman

10 10
federal payment voucher address issue

All: check the payment voucher - just did an amended 2024 return with a federal balance due. The payment voucher printed with Kansas City, MO address but the to... read more

ljr Level 9

ProSeries Professional

posted Jul 1, 2025

Last activity Jul 2, 2025 by Skylane

4 5
Form 1310

My client died and her son is her personal representative for the Estate. I've done many of these where a surviving spouse was involved, but I can't seem to get... read more

YLC Level 4

ProSeries Basic

posted Apr 10, 2025

Last activity Jul 2, 2025 by dcarlini003

15 22
Automatically Send E-file Confirmation to Clients

I would like ProConnect to automatically email clients the e-file confirmation when it is accepted. I've had to send about 5 a day and this would save me time. ... read more

Cormacnel Level 1

E-Signature Ease of Use Time Savings

posted Jul 1, 2025

Last activity Jul 2, 2025 by sjrcpa

0 1
I transfered the 2019 Pro Series files to a new computer but it's no...

Joycie Level 1

ProSeries Basic

posted Jun 29, 2025

Last activity Jul 2, 2025 by sjrcpa

23 6
home base

i have a new computer and have installed PS 2023 on it and have copied the data file from a thumbdrive into the data file. Is there a way to have the files appe... read more

mecurtis Level 2

ProSeries Professional

posted Jul 1, 2025

Last activity Jul 2, 2025 by Accountant-Man

7 2