I have a client that contributed to his Roth IRA for 12 years after he retired so he has excess contributions. He had no earned income during that time. The inv... read more
Hello ProConnect Community,I am encountering a system limitation regarding dependent residency for U.S. citizens living abroad, and Support has directed me here... read more
Uber drivers, first is the taxpayer running this like a business and not just a hobby (look at the 9 factor test). Is there a space in their home that they use... read more
Client gave me the wrong bank information and didn't realize it until they received a CP53E letter.Can i update the account information via pro series basic or ... read more
I work with many clients who have multiple Schedule E rentals and Schedule C businesses. When working with that many activities, it becomes very difficult to qu... read more
Efiling reject f8962-070. Facts: Parents had a single marketplace insurance policy for 9 months in 2025, 2 non-dependent daughters had insurance under the same ... read more
I'm attempting to e-file a 1041 return. The other day when I worked on this, there was an option to pay via ACH under the profile tab. Today, that is gone. The ... read more
Couple gets divorced.. I am preparing both the ex husband's and ex wife's returns as two single returns. The husband has a 1095-A but the ex wife is listed on t... read more
My client's husband, (they filed married joint), has qualified OT on the W2 but in ProConnect there is only place for the Taxpayer's OT (she didn't not have any... read more
Client purchased new HVAC unit for the home in CA in 2025. I've figured out IRS credit, but can['t seem to find if there is a CA credit as well. Also wondering ... read more
In am trying to e-file client return in proconnect tax online. I enter the pin in software using directions from Intuit. The return was rejected saying its the ... read more
The balance sheet of an S corporation is out of balance for the excess of distributions. These distributions are recorded on Schedule D. I need help on working ... read more
Jim-from-Ohio Level 12 ProSeries Professionalposted May 16, 2026Last activity May 17, 2026 by Just-Lisa-Now-
