The 3/16 filing deadline for 1065/1120s has closed. The Perfection Period is now in progress. Check out Hot Topics for ProSeries | Lacerte | ProConnect
The 3/16 filing deadline for 1065/1120s has closed. The Perfection Period is now in progress. Check out Hot Topics for ProSeries | Lacerte | ProConnect
Client made contribution to an IRA and converted it to a Roth. He received a 1099R for the distribution code 2.I don't know how to get it to flow properly in th... read more
I am trying to show a backdoor roth conversion from a 1099-R traditional IRA distribution Code 2 and no matter what I do I'm getting an error. Can anyone give m... read more
I've run into a situation with a backdoor Roth conversion that ProConnect believes is completely attributed to 2025.Background - when preparing this client's 20... read more
I have a client from CA who took out a $70k heloc and used it to pay her credit cards. Is the interest on the heloc tax deductible for CA since it was not used ... read more
I have a new client with a rental that was available for rent on September 1, 2025. He found a renter for December, 2025. He has active and material participati... read more
I HAVE NO RETURNS REJECTED FOR MEDICAID RECIPIENTS WITH NO1095A. IRS KEEPS LOOKING FOR A FORM 1095A. IS THERE A WAY TO SHOW THIS ON THE TAX FORMS? I MARKED NO H... read more
Need to show an amount on Trust Hawaii N-40 Schedule G line 6(a) in the N-288A space, then show that as allocated to beneficiaries on line 6(d). I can get an am... read more
Has anyone heard from Lacerte when they will be updating Idaho to have the new Idaho Worksheet 1-A and having all the new schedule 1-A deductions flowing to the... read more
Any idea when the program will update to allow filing of 1099-Q that has QTP to Roth transfer? I cannot seem to find anything under forms availability. Thanks!
Deceased taxpayer with surviving spouse who is not the personal representative, married filing joint. In the worksheet for EF on page 2, I have marked yes for t... read more
My Delaware software is not showing a form SCT-_SSR ( S corp shareholder share income, deduct. etc)).Should it be included? or am I doing something wrong?Thanks... read more
on the 2025 S-Corporation Federal form for Asset Entry Worksheet the line "percentage of special depreciation allowance" is showing an error message. there wer... read more
In attempting to prepare a superseded tax return for a client, I am getting a diagnostic saying that the change to the deduction for seniors cannot be a negativ... read more
It appears that Delaware is having a delay in accepting individual returns. It is not ProSeries' fault but it would be advantageous if you put an alert up, info... read more
I have a client who has historically paper filed - CPA used ProSeries Professional. This is the first year for me preparing the return and the client has agreed... read more
